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SageView Advisory Group LLC Invests $13.07 Million in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC)

SageView Advisory Group LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 407,848 shares of the company’s stock, valued at approximately $13,067,000. […]

Wealthshield-partners
Sageview-advisory-group
Truist-financial-corp
Exchange-commission
Berger-financial-group-inc
Raymond-james-financial-services-advisors-inc
Ultra-buffer
Free-report
View-advisory-group
Financial-group-inc
Wealth-management

Hohimer Wealth Management LLC Increases Stock Holdings in CVS Health Co. (NYSE:CVS)

Hohimer Wealth Management LLC Increases Stock Holdings in CVS Health Co. (NYSE:CVS)
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United-states
Leerink-partnrs
Edwardj-ludwig
Exchange-commission
Wealthshield-partners
Hohimer-wealth-management
Health-corporation
Wealth-advisors
Health-daily
Health-co
Health-stock-performance
Health-care

iShares California Muni Bond ETF (NYSEARCA:CMF) Shares Bought by Spire Wealth Management

Spire Wealth Management grew its stake in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 15.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,026 shares of the company’s stock after acquiring an additional 415 shares […]

California
United-states
Sp-california-municipal-bond-fund
Wealthshield-partners
Advisornet-financial-inc
Exchange-commission
Spire-wealth-management
Shares-california-muni-bond
Free-report
Wealth-management
Shield-partners

Philadelphia Trust Co. Grows Position in CVS Health Co. (NYSE:CVS)

Philadelphia Trust Co. grew its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 6.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 117,623 shares of the pharmacy operator’s stock after purchasing an additional 6,739 shares during the quarter. Philadelphia Trust […]

Canada
Sugarloaf
Pennsylvania
United-states
Philadelphia
Edwardj-ludwig
Health-co
Prairie-sky-financial-group
Philadelphia-trust-co
Health-services
Health-stock-performance

Level Four Advisory Services LLC Sells 8,882 Shares of CVS Health Co. (NYSE:CVS)

Level Four Advisory Services LLC lessened its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 88,058 shares of the pharmacy operator’s stock after selling 8,882 shares during the quarter. Level Four […]

United-states
Edwardj-ludwig
Leerink-partnrs
Apella-capital
Health-daily
Prairie-sky-financial-group
Wealth-advisors
Level-four-advisory-services
Goldman-sachs-group
Wealthshield-partners
Health-corporation
Health-co

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