Three Magnolias Financial Advisors LLC decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.7% in the third quarter, HoldingsChannel reports. The firm owned 6,662 shares of the exchange traded fund’s stock after selling 1,237 shares during the quarter. Invesco QQQ makes up 2.9% of Three Magnolias Financial Advisors LLC’s investment […]

Three Magnolias Financial Advisors LLC purchased a new position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,900 shares of the financial services provider’s stock, valued at approximately $3,397,000. […]

WestHill Financial Advisors Inc. acquired a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 419 shares of the company’s stock, valued at approximately $485,000. A number of other hedge funds and other […]

Investment Planning Advisors Inc. trimmed its holdings in First Trust Managed Municipal ETF (NASDAQ:FMB – Free Report) by 91.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,831 shares of the company’s stock after selling 70,709 shares during the quarter. Investment […]