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Phillips Wealth Planners LLC Sells 1,149 Shares of U.S. Bancorp (NYSE:USB)

Phillips Wealth Planners LLC cut its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 10.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,385 shares of the financial services provider’s stock after selling 1,149 shares during the period. Phillips […]

United-states
Barclays
Wealth-alliance
Vestor-capital
Jpmorgan-chase-co
Us-bancorp
Morgan-stanley
Us-bancorp-dividend-announcement
Us-bancorp-daily
Eversource-wealth-advisors
Mechanics-financial-corp

Phillips Wealth Planners LLC Decreases Holdings in Novo Nordisk A/S (NYSE:NVO)

Phillips Wealth Planners LLC decreased its position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 6.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,875 shares of the company’s stock after selling 186 shares during the period. Phillips Wealth […]

Hong-kong
Poland
China
United-states
Taiwan
America
Polen
Novo-nordisk
Phillips-wealth-planners
Morgan-stanley
Cantor-fitzgerald
Polen-capital-management

Phillips Wealth Planners LLC Sells 376 Shares of The Interpublic Group of Companies, Inc. (NYSE:IPG)

Phillips Wealth Planners LLC trimmed its stake in The Interpublic Group of Companies, Inc. (NYSE:IPG – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,650 shares of the business services provider’s stock after selling 376 shares […]

Exchange-commission
Data-engagement-solutions
Interpublic-group-of-companies-company-profile
Wells-fargo-company
First-command-advisory-services-inc
Interpublic-group-of-companies-price-performance
Phillips-wealth-planners
Advertising-creativity-led-solutions
Jpmorgan-chase-co
Assetmark-inc
Acxiom

Phillips Wealth Planners LLC Lowers Position in Kinder Morgan, Inc. (NYSE:KMI)

Phillips Wealth Planners LLC trimmed its stake in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,393 shares of the pipeline company’s stock after selling 1,694 shares during the quarter. Phillips Wealth Planners LLC’s holdings […]

United-states
America
Michaelc-morgan
Dax-sanders
Pine-valley-investments-ltd-liability-co
Kinder-morgan-inc
Td-asset-management-inc
Phillips-wealth-planners
Securities-exchange-commission
Proquility-private-wealth-partners
Stifel-financial-corp
Financial-network-inc

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