• Mission Wealth Management LP Decreases Stock Position in AT&T Inc

    1 month ago - By ETF Daily News

    Mission Wealth Management LP decreased its position in shares of AT&T Inc. by 13.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 43,006 shares of the technology company's stock after selling 6,447 shares during the period. Mission Wealth Management LP's holdings in AT&T were worth $660,000 as of its...
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  • Mission Wealth Management LP Sells 975 Shares of iShares MBS ETF

    1 month ago - By ETF Daily News

    Mission Wealth Management LP reduced its stake in iShares MBS ETF by 17.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,636 shares of the company's stock after selling 975 shares during the period. Mission Wealth Management...
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  • DNB Asset Management AS Has $3.54 Million Holdings in VICI Properties Inc

    1 month ago - By ETF Daily News

    DNB Asset Management AS lifted its holdings in VICI Properties Inc. by 1.0% in the 3rd quarter, Holdings Channel reports. The firm owned 118,693 shares of the company's stock after buying an additional 1,201 shares during the quarter. DNB Asset Management AS's holdings in VICI Properties were worth $3,543,000 as of...
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  • Amazon.com, Inc. Shares Acquired by Avondale Wealth Management

    1 month ago - By ETF Daily News

    Avondale Wealth Management lifted its position in Amazon.com, Inc. by 7.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 9,625 shares of the e-commerce giant's stock after acquiring an additional 650 shares during the quarter. Amazon.com comprises about 1.2% of Avondale Wealth Management's portfolio, making the stock its 14th biggest holding. Avondale Wealth...
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  • InTrack Investment Management Inc Sells 488 Shares of Amazon.com, Inc

    1 month ago - By ETF Daily News

    InTrack Investment Management Inc lowered its holdings in shares of Amazon.com, Inc. by 4.0% in the third quarter, HoldingsChannel reports. The firm owned 11,616 shares of the e-commerce giant's stock after selling 488 shares during the period. Amazon.com makes up 1.5% of InTrack Investment Management Inc's portfolio, making the stock its 18th largest position....
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  • Mission Wealth Management LP Lowers Stock Position in 3M

    1 month ago - By ETF Daily News

    Mission Wealth Management LP trimmed its holdings in shares of 3M by 11.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,380 shares of the conglomerate's stock after selling 690 shares during the quarter. Mission Wealth Management LP's holdings in 3M were worth $594,000 as of its most recent...
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  • Southwest Airlines Co. Stock Holdings Lessened by Mackenzie Financial Corp

    1 month ago - By ETF Daily News

    Mackenzie Financial Corp lowered its stake in Southwest Airlines Co. by 10.8% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 526,296 shares of the airline's stock after selling 63,813 shares during the period. Mackenzie Financial Corp's holdings in Southwest Airlines were worth $16,231,000 at the end of the...
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  • Austin Asset Management Co Inc Has $652,000 Stock Position in Amazon.com, Inc

    1 month ago - By ETF Daily News

    Austin Asset Management Co Inc boosted its position in shares of Amazon.com, Inc. by 3.8% in the third quarter, Holdings Channel.com reports. The firm owned 5,771 shares of the e-commerce giant's stock after purchasing an additional 211 shares during the period. Amazon.com comprises 0.2% of Austin Asset Management Co Inc's holdings, making the stock...
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  • Amazon.com, Inc. Shares Purchased by Bennett Selby Investments LP

    1 month ago - By ETF Daily News

    Bennett Selby Investments LP boosted its stake in Amazon.com, Inc. by 0.4% in the 3rd quarter, Holdings Channel reports. The firm owned 33,348 shares of the e-commerce giant's stock after purchasing an additional 117 shares during the period. Amazon.com comprises about 3.0% of Bennett Selby Investments LP's portfolio, making the stock its 12th largest...
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  • Mission Wealth Management LP Increases Stock Holdings in Electronic Arts Inc

    1 month ago - By ETF Daily News

    Mission Wealth Management LP boosted its position in shares of Electronic Arts Inc. by 1.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,183 shares of the game software company's stock after purchasing an additional 99 shares...
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  • InTrack Investment Management Inc Sells 6,998 Shares of Apple Inc

    1 month ago - By ETF Daily News

    InTrack Investment Management Inc trimmed its holdings in Apple Inc. by 19.7% during the third quarter, Holdings Channel reports. The institutional investor owned 28,590 shares of the iPhone maker's stock after selling 6,998 shares during the period. Apple makes up 4.4% of InTrack Investment Management Inc's portfolio, making the stock its...
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  • American Research & Management Co. Decreases Holdings in Apple Inc

    1 month ago - By ETF Daily News

    American Research & Management Co. reduced its stake in Apple Inc. by 2.7% during the third quarter, Holdings Channel.com reports. The firm owned 110,953 shares of the iPhone maker's stock after selling 3,096 shares during the quarter. Apple accounts for approximately 4.2% of American Research & Management Co.'s holdings, making the...
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  • Workday, Inc. Shares Bought by Mission Wealth Management LP

    1 month ago - By ETF Daily News

    Mission Wealth Management LP raised its holdings in Workday, Inc. by 11.0% in the third quarter, Holdings Channel.com reports. The fund owned 3,575 shares of the software maker's stock after acquiring an additional 353 shares during the period. Mission Wealth Management LP's holdings in Workday were worth $544,000 at the end...
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  • Mission Wealth Management LP Buys 375 Shares of Diageo plc

    1 month ago - By ETF Daily News

    Mission Wealth Management LP increased its stake in shares of Diageo plc by 15.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 2,793 shares of the company's stock after acquiring an additional 375 shares during the quarter. Mission Wealth Management LP's holdings in Diageo were worth $474,000 at the...
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  • Paychex, Inc. Shares Bought by Mission Wealth Management LP

    1 month ago - By ETF Daily News

    Mission Wealth Management LP grew its holdings in Paychex, Inc. by 2.6% during the third quarter, HoldingsChannel.com reports. The fund owned 4,291 shares of the business services provider's stock after purchasing an additional 110 shares during the quarter. Mission Wealth Management LP's holdings in Paychex were worth $482,000 at the end...
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  • Mission Wealth Management LP Purchases 110 Shares of Paychex, Inc

    1 month ago - By ETF Daily News

    Mission Wealth Management LP increased its position in Paychex, Inc. by 2.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 4,291 shares of the business services provider's stock after buying an additional 110 shares during the quarter. Mission Wealth Management LP's holdings in Paychex were worth $482,000 at the...
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  • Mission Wealth Management LP Boosts Stock Holdings in Sony Group Co

    1 month ago - By ETF Daily News

    Mission Wealth Management LP lifted its stake in Sony Group Co. by 11.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 7,155 shares of the company's stock after buying an additional 733 shares during the period. Mission Wealth Management LP's holdings in Sony Group were worth $458,000 at...
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