44 Wealth Management Reduces Stake in Home Depot by 27.4%
44 Wealth Management LLC has reduced its holdings in The Home Depot, Inc. (NYSE:HD) by 27.4% during the third quarter, according to a recent filing with the Securities and Exchange…
Axis Wealth Partners Reduces Stake in iShares Treasury Bond ETF
Axis Wealth Partners LLC has significantly reduced its investment in the iShares 0-3 Month Treasury Bond ETF (NYSEARCA: SGOV), selling 7,954 shares during the third quarter. This decision, reflected in…
Geneos Wealth Management Expands Stake in Vanguard Growth ETF
Geneos Wealth Management Inc. has significantly increased its holdings in the Vanguard Growth ETF (NYSEARCA: VUG) by acquiring an additional 10,602 shares during the second quarter of 2023. This move…
Arcadia Investment Management Sells Walmart Shares Amid Market Shifts
Arcadia Investment Management Corp has reduced its stake in Walmart Inc. (NYSE: WMT) by 2.8%, selling 1,255 shares during the second quarter of 2023. Following this transaction, Arcadia’s holdings in…
Parallel Advisors Sells Shares While Simon Property Group Grows
Parallel Advisors LLC has reduced its stake in Simon Property Group, Inc. (NYSE:SPG) by 2.7% during the second quarter of 2024, as noted in its latest 13F filing with the…
Acadian Asset Management Reduces Stake in Procore Technologies by 88.7%
Acadian Asset Management LLC significantly reduced its shareholding in Procore Technologies, Inc. (NYSE: PCOR) during the first quarter of 2025, as reported in its recent Form 13F filing with the…
Freedom Day Solutions Reduces Stake in Costco by 8.9%
Investment firm Freedom Day Solutions LLC has reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 8.9% during the first quarter of this year, as reported in its latest filing…
FIDELIS iM LLC Boosts Stake in Vanguard Dividend Appreciation ETF
FIDELIS iM LLC has increased its investment in the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) by 5.9% during the first quarter of 2023. This move involved the purchase of an…