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Ledge Wealth Management Inc. raised its stake in Cummins Inc. (NYSE:CMI – Free Report) by 12.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,988 shares of the company’s stock after buying an additional 975 shares during the period. Ledge Wealth Management Inc.’s holdings […] ....
Ledge Wealth Management Inc. decreased its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 24.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,835 shares of the pharmacy operator’s stock after selling 6,474 shares during the period. Ledge Wealth […] ....
Ledge Wealth Management Inc. grew its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 4.9% in the third quarter, HoldingsChannel reports. The fund owned 19,726 shares of the company’s stock after acquiring an additional 925 shares during the quarter. Vanguard Mid-Cap Growth ETF accounts for about 1.7% of Ledge Wealth Management Inc.’s […] ....
Ledge Wealth Management Inc. lifted its holdings in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 8.3% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 101,118 shares of the company’s stock after buying an additional 7,785 shares during the period. SPDR […] ....
Ledge Wealth Management Inc. bought a new stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) in the 3rd quarter, Holdings Channel reports. The fund bought 3,888 shares of the retailer’s stock, valued at approximately $2,197,000. Other large investors also recently modified their holdings of the company. United Bank grew its stake in […] ....