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Octavia Wealth Advisors LLC Sells 952 Shares of Blackstone Inc. (NYSE:BX)

Posted by Dee Baugher on Jan 22nd, 2025

Octavia Wealth Advisors LLC reduced its position in Blackstone Inc. (NYSE:BX – Free Report) by 16.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,913 shares... More of this article »

Howard Capital Management Group LLC Lowers Holdings in iShares Biotechnology ETF (NASDAQ:IBB)

Posted by Dee Baugher on Jan 22nd, 2025

Howard Capital Management Group LLC reduced its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 0.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »

Aspiriant LLC Has $219,000 Holdings in Target Co. (NYSE:TGT)

Posted by Dee Baugher on Jan 22nd, 2025

Aspiriant LLC increased its position in Target Co. (NYSE:TGT – Free Report) by 10.4% in the fourth quarter, HoldingsChannel reports. The firm owned 1,618 shares of the retailer’s stock after acquiring an additional 152... More of this article »

Diversify Wealth Management LLC Acquires 3,284 Shares of TotalEnergies SE (NYSE:TTE)

Posted by Dee Baugher on Jan 22nd, 2025

Diversify Wealth Management LLC increased its holdings in shares of TotalEnergies SE (NYSE:TTE – Free Report) by 33.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 13,216 shares of... More of this article »

Koshinski Asset Management Inc. Raises Stock Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Posted by Dee Baugher on Jan 22nd, 2025

Koshinski Asset Management Inc. raised its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 29.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 37,201 shares of the... More of this article »