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Tidemark LLC Purchases New Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Tidemark LLC acquired a new stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 820 shares of the company’s stock, valued at approximately $85,000. Several other institutional investors have also modified their holdings […] ....

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The Coca-Cola Company (NYSE:KO) Stake Cut by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. decreased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.8% in the 4th quarter, Holdings Channel reports. The firm owned 8,006 shares of the company’s stock after selling 313 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Coca-Cola were worth $472,000 as of its […] ....

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Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. boosted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,109 shares of the electric vehicle producer’s stock after buying an additional 91 shares during the quarter. Wealth Dimensions Group […] ....

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Wealth Dimensions Group Ltd. Grows Holdings in Tesla, Inc. (NASDAQ:TSLA)

Wealth Dimensions Group Ltd. grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,109 shares of the electric vehicle producer’s stock after purchasing an additional 91 shares during the period. Wealth Dimensions Group Ltd.’s […] ....

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Wealth Dimensions Group Ltd. Trims Holdings in Meta Platforms, Inc. (NASDAQ:META)

Wealth Dimensions Group Ltd. cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,241 shares of the social networking company’s stock after selling 58 shares during the quarter. Wealth […] ....

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