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The Procter & Gamble Company (NYSE:PG) Shares Sold by SOA Wealth Advisors LLC.

Posted by Matthew Jenks on Feb 11th, 2025

SOA Wealth Advisors LLC. lessened its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 3,902 shares of... More of this article »

Angeles Wealth Management LLC Purchases 1,036 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Posted by Matthew Jenks on Feb 11th, 2025

Angeles Wealth Management LLC raised its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 10.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »

AlphaStar Capital Management LLC Grows Stake in Duke Energy Co. (NYSE:DUK)

Posted by Matthew Jenks on Feb 11th, 2025

AlphaStar Capital Management LLC grew its position in Duke Energy Co. (NYSE:DUK – Free Report) by 19.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 39,947 shares of the utilities provider’s stock... More of this article »

William Howard & Co Financial Advisors Inc Has $1.29 Million Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Posted by Matthew Jenks on Feb 11th, 2025

William Howard & Co Financial Advisors Inc increased its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.8% during the fourth quarter, Holdings Channel reports. The institutional investor... More of this article »

Moser Wealth Advisors LLC Sells 300 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Posted by Matthew Jenks on Feb 11th, 2025

Moser Wealth Advisors LLC cut its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »