Home » Author Archive

Bank of America Co. (NYSE:BAC) Shares Sold by Cetera Trust Company N.A

Posted by Anthony Bellafiore on Jan 22nd, 2025

Cetera Trust Company N.A lowered its position in shares of Bank of America Co. (NYSE:BAC) by 0.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »

ERTS Wealth Advisors LLC Cuts Position in The Coca-Cola Company (NYSE:KO)

Posted by Anthony Bellafiore on Jan 22nd, 2025

ERTS Wealth Advisors LLC cut its position in The Coca-Cola Company (NYSE:KO – Free Report) by 19.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Bought by Magnus Financial Group LLC

Posted by Anthony Bellafiore on Jan 22nd, 2025

Magnus Financial Group LLC increased its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 19.9% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »

PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Exchange Bank

Posted by Anthony Bellafiore on Jan 22nd, 2025

Exchange Bank decreased its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,374 shares... More of this article »

Enclave Advisors LLC Cuts Position in McDonald’s Co. (NYSE:MCD)

Posted by Anthony Bellafiore on Jan 22nd, 2025

Enclave Advisors LLC trimmed its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 3.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »