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Certified Advisory Corp Decreases Position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Posted by Shelly Janes on Nov 23rd, 2024

Certified Advisory Corp lowered its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with... More of this article »

One Charles Private Wealth Services LLC Has $1.11 Million Holdings in Energy Transfer LP (NYSE:ET)

Posted by Shelly Janes on Nov 23rd, 2024

One Charles Private Wealth Services LLC raised its holdings in Energy Transfer LP (NYSE:ET – Free Report) by 245.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »

Massachusetts Financial Services Co. MA Has $174.96 Million Stake in Kimco Realty Corp (NYSE:KIM)

Posted by Shelly Janes on Nov 23rd, 2024

Massachusetts Financial Services Co. MA reduced its stake in shares of Kimco Realty Corp (NYSE:KIM – Free Report) by 5.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »

CFS Investment Advisory Services LLC Has $269,000 Stock Position in Stanley Black & Decker, Inc. (NYSE:SWK)

Posted by Shelly Janes on Nov 23rd, 2024

CFS Investment Advisory Services LLC trimmed its position in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 51.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »

Moran Wealth Management LLC Purchases 106 Shares of Meta Platforms, Inc. (NASDAQ:META)

Posted by Shelly Janes on Nov 23rd, 2024

Moran Wealth Management LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 29,908 shares... More of this article »