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Top News In Valmark Advisers Inc Today - Breaking & Trending Today

Intrepid Financial Planning Group LLC Has $632,000 Position in The Boeing Company (NYSE:BA)

Intrepid Financial Planning Group LLC trimmed its position in The Boeing Company (NYSE:BA – Free Report) by 8.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,425 shares of the aircraft producer’s stock after selling 218 shares during the period. Intrepid Financial […] ....

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Intrepid Financial Planning Group LLC Buys Shares of 577 Broadcom Inc. (NASDAQ:AVGO)

Intrepid Financial Planning Group LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 577 shares of the semiconductor manufacturer’s stock, valued at approximately $644,000. Other institutional investors and hedge funds also recently […] ....

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Intrepid Financial Planning Group LLC Decreases Holdings in The Walt Disney Company (NYSE:DIS)

Intrepid Financial Planning Group LLC cut its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 11.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,080 shares of the entertainment giant’s stock after selling 412 shares during the […] ....

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Shepherd Financial Partners LLC Has $2.42 Million Stock Holdings in McDonald's Co. (NYSE:MCD)

Shepherd Financial Partners LLC boosted its position in McDonald’s Co. (NYSE:MCD – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,161 shares of the fast-food giant’s stock after buying an additional 55 shares during the quarter. Shepherd Financial Partners […] ....

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American Investment Services Inc. Sells 123 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

American Investment Services Inc. trimmed its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,598 shares of the exchange traded fund’s stock after selling 123 shares […] ....

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