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Concentric Wealth Management LLC Buys 21,118 Shares of Exxon Mobil Co. (NYSE:XOM)

Concentric Wealth Management LLC boosted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 57.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 57,780 shares of the oil and gas company’s stock after buying an additional 21,118 shares during the period. Exxon […] ....

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Credit Capital Investments LLC Takes Position in Exxon Mobil Co. (NYSE:XOM)

Credit Capital Investments LLC purchased a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 2,500 shares of the oil and gas company’s stock, valued at approximately $250,000. Other […] ....

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Humankind Investments LLC Acquires Shares of 4,500 iShares Biotechnology ETF (NASDAQ:IBB)

Humankind Investments LLC acquired a new position in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm acquired 4,500 shares of the financial services provider’s stock, valued at approximately $611,000. Other institutional investors have also recently made changes to their positions in the company. XML Financial LLC lifted […] ....

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Belpointe Asset Management LLC Sells 549 Shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Belpointe Asset Management LLC decreased its holdings in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 1.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 52,222 shares of the company’s stock after selling 549 shares during the quarter. Belpointe Asset Management LLC’s holdings in Vanguard Short-Term Treasury Index ETF were […] ....

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Silvercrest Expands International and Global Equity

NEW YORK, May 02, 2024 (GLOBE NEWSWIRE) Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) is pleased to announce the hiring of Rehan Chaudhri,. ....

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