Oak Harbor Wealth Partners LLC trimmed its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 11.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,310 shares of the company’s stock after selling 1,686 shares during the quarter. Oak […]
Mark Sheptoff Financial Planning LLC grew its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 46.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,125 shares of the company’s stock after buying an additional 1,300 shares […]
Cassady Schiller Wealth Management LLC lifted its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 10.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,429 shares of the company’s stock after acquiring an additional 1,434 shares […]
BCU Wealth Advisors LLC purchased a new stake in shares of CVS Health Co. (NYSE:CVS – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 7,572 shares of the pharmacy operator’s stock, valued at approximately $598,000. CVS Health makes up 0.6% of BCU Wealth Advisors LLC’s […]
UBS Group AG lifted its holdings in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,914,044 shares of the insurance provider’s stock after purchasing an additional 101,288 shares […]