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Summit Global Investments Sells 5,458 Shares of Exxon Mobil Co. (NYSE:XOM)

Summit Global Investments Sells 5,458 Shares of Exxon Mobil Co. (NYSE:XOM)
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Beacon Harbor Wealth Advisors Inc. Purchases 1,265 Shares of Exxon Mobil Co. (NYSE:XOM)

Beacon Harbor Wealth Advisors Inc. boosted its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 55,749 shares of the oil and gas company’s stock after purchasing an additional 1,265 shares during […]

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iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Shares Purchased by Merit Financial Group LLC

iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Shares Purchased by Merit Financial Group LLC
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Beacon Harbor Wealth Advisors Inc. Purchases 2,988 Shares of The Coca-Cola Company (NYSE:KO)

Beacon Harbor Wealth Advisors Inc. increased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 91,655 shares of the company’s stock after purchasing an additional 2,988 […]

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Beacon Harbor Wealth Advisors Inc. Raises Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Beacon Harbor Wealth Advisors Inc. increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 67,591 shares of the company’s stock after buying an additional 180 shares during the period. Vanguard S&P […]

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