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Crewe Advisors LLC Has $123,000 Stock Holdings in ONEOK, Inc. (NYSE:OKE)

Posted by Karen Miller on Nov 24th, 2024

Crewe Advisors LLC trimmed its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 39.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »

Cahill Financial Advisors Inc. Has $16.65 Million Stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Posted by Karen Miller on Nov 24th, 2024

Cahill Financial Advisors Inc. lifted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.8% during the third quarter, Holdings Channel.com reports. The firm owned 211,527 shares of the company’s... More of this article »

iShares Core High Dividend ETF (NYSEARCA:HDV) Shares Sold by Cahill Financial Advisors Inc.

Posted by Karen Miller on Nov 24th, 2024

Cahill Financial Advisors Inc. cut its holdings in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 0.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »

Family Capital Management Inc. Boosts Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Posted by Karen Miller on Nov 24th, 2024

Family Capital Management Inc. increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »

Meridian Wealth Management LLC Acquires New Stake in Starbucks Co. (NASDAQ:SBUX)

Posted by Karen Miller on Nov 24th, 2024

Meridian Wealth Management LLC bought a new stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) in the third quarter, Holdings Channel reports. The firm bought 11,234 shares of the coffee company’s stock, valued... More of this article »