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New Perspectives Inc Buys New Position in Apple Inc. (NASDAQ:AAPL)

New Perspectives Inc bought a new stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 12,500 shares of the iPhone maker’s stock, valued at approximately $2,143,000. Apple accounts for approximately 1.2% of New […] ....

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New Perspectives Inc Makes New $343,000 Investment in Microsoft Co. (NASDAQ:MSFT)

New Perspectives Inc acquired a new stake in Microsoft Co. (NASDAQ:MSFT – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 816 shares of the software giant’s stock, valued at approximately $343,000. Microsoft accounts for 0.2% of New Perspectives Inc’s investment portfolio, making the stock its 19th largest position. Several other […] ....

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Pointe Capital Management LLC Reduces Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Wealthcare Advisory Partners LLC grew its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 9.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 685,424 shares of the company’s stock after buying an additional 60,405 shares during the […] ....

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River Street Advisors LLC Invests $3.66 Million in Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO)

Dakota Wealth Management trimmed its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 32.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 36,869 shares of the company’s stock after selling 17,740 shares during the quarter. Dakota Wealth Management’s […] ....

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New Perspectives Inc Sells 100 Shares of Vanguard Health Care ETF (NYSEARCA:VHT)

New Perspectives Inc reduced its stake in Vanguard Health Care ETF (NYSEARCA:VHT – Get Rating) by 4.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,332 shares of the company’s stock after selling 100 shares during the quarter. Vanguard Health […] ....

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