American Express (NYSE:AXP) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. trimmed its stake in shares of American Express (NYSE:AXP) by 2.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 9,475 shares of the payment services company’s stock after selling 230 shares during the period. Institute for Wealth Management LLC.’s holdings in American Express were worth $1,414,000 as of its […]
More Stories
West Oak Capital LLC Buys 885,093 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
West Oak Capital LLC lifted its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 2,619.5% during the...
West Oak Capital LLC Has $276,000 Holdings in JPMorgan Chase & Co. (NYSE:JPM)
West Oak Capital LLC trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 94.6% in the fourth...
West Oak Capital LLC Has $182,000 Stake in TransUnion (NYSE:TRU)
West Oak Capital LLC grew its position in TransUnion (NYSE:TRU – Free Report) by 684.0% during the 4th quarter, according...
West Oak Capital LLC Lowers Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
West Oak Capital LLC decreased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 78.2%...
HEICO Co. (NYSE:HEI) Shares Bought by West Oak Capital LLC
West Oak Capital LLC lifted its stake in HEICO Co. (NYSE:HEI – Free Report) by 2,400.0% during the fourth quarter,...
West Oak Capital LLC Has $1.42 Million Stock Position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
West Oak Capital LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by...