Summit Trail Advisors LLC Sells 1,213 Shares of Salesforce, Inc. (NYSE:CRM)
Summit Trail Advisors LLC lessened its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 4.1% in the third quarter, according to the company in...
Regatta Capital Group LLC Sells 178 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Regatta Capital Group LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.0% during the third quarter,...
Bell Bank Has $1.75 Million Stake in Salesforce, Inc. (NYSE:CRM)
Bell Bank lowered its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.9% in the third quarter, Holdings Channel.com reports. The firm...
True Link Financial Advisors LLC Buys 83 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
True Link Financial Advisors LLC increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.6% during the third quarter, according to...
Phillips Wealth Planners LLC Has $276,000 Holdings in Walmart Inc. (NYSE:WMT)
Phillips Wealth Planners LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 10.2% during the 3rd quarter, according to the...
Bank of America Co. (NYSE:BAC) Position Boosted by Altrius Capital Management Inc
Altrius Capital Management Inc raised its holdings in shares of Bank of America Co. (NYSE:BAC) by 1.6% during the 3rd quarter, according to the company...