Whitaker Myers Wealth Managers LTD. Takes Position in Reddit Inc. $RDDT
Whitaker Myers Wealth Managers LTD. purchased a new position in Reddit Inc. (NYSE:RDDT – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,223 shares of the company’s stock, valued at approximately $971,000. A number of other institutional investors and hedge funds also recently […]
Whitaker Myers Wealth Managers LTD. Makes New Investment in The Kroger Co. $KR
Whitaker Myers Wealth Managers LTD. purchased a new stake in The Kroger Co. (NYSE:KR – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 12,150 shares of the company’s stock, valued at approximately $819,000. Several other institutional investors and hedge funds have also modified their holdings of the business. Norges Bank acquired […]
Vanguard Short-Term Bond ETF $BSV Shares Sold by Precision Wealth Strategies LLC
Precision Wealth Strategies LLC cut its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 132,396 shares of the company’s stock after selling 16,041 shares during the period. Vanguard Short-Term Bond ETF comprises […]
Vanguard Small-Cap Value ETF $VBR Shares Purchased by Whitaker Myers Wealth Managers LTD.
Whitaker Myers Wealth Managers LTD. raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 7.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 100,778 shares of the company’s stock after acquiring an additional 7,230 shares during the period. Vanguard Small-Cap […]
Whitaker Myers Wealth Managers LTD. Takes Position in Alibaba Group Holding Limited $BABA
Whitaker Myers Wealth Managers LTD. purchased a new stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,868 shares of the specialty retailer’s stock, valued at approximately $870,000. Other hedge funds have also recently added […]
Regent Peak Wealth Advisors LLC Takes Position in UnitedHealth Group Incorporated $UNH
Regent Peak Wealth Advisors LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,542 shares of the healthcare conglomerate’s stock, valued at approximately $532,000. A number of other institutional investors also […]
JPMorgan Ultra-Short Income ETF $JPST Holdings Cut by Whitaker Myers Wealth Managers LTD.
Whitaker Myers Wealth Managers LTD. lowered its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 26.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 216,608 shares of the company’s stock after selling 76,973 shares during the period. JPMorgan […]
MBL Wealth LLC Acquires 13,302 Shares of Dimensional National Municipal Bond ETF $DFNM
MBL Wealth LLC grew its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 680,415 shares of the company’s stock after purchasing an additional 13,302 shares […]
Whitaker Myers Wealth Managers LTD. Has $2.35 Million Stock Holdings in VanEck Israel ETF $ISRA
Whitaker Myers Wealth Managers LTD. decreased its position in shares of VanEck Israel ETF (NYSEARCA:ISRA – Free Report) by 85.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 43,059 shares of the company’s stock after selling 261,695 shares during the period. VanEck Israel ETF makes up about 0.5% of Whitaker Myers Wealth Managers LTD.’s […]
Regent Peak Wealth Advisors LLC Buys Shares of 1,162 Vanguard S&P 500 ETF $VOO
Regent Peak Wealth Advisors LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,162 shares of the company’s stock, valued at approximately $712,000. Other large investors also recently modified their holdings […]
Precision Wealth Strategies LLC Sells 20,224 Shares of PIMCO Ultra Short Government Active ETF $BILZ
Precision Wealth Strategies LLC lessened its position in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ – Free Report) by 57.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,958 shares of the company’s stock after selling 20,224 shares during the period. […]
last updated on 26 Dec 23:14