Sanchez Wealth Management Group Sells 89 Shares of Caterpillar Inc. (NYSE:CAT)
Sanchez Wealth Management Group lowered its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 5.5% during the third quarter, according to the...
Whittier Trust Co. of Nevada Inc. Acquires 75 Shares of Adobe Inc. (NASDAQ:ADBE)
Whittier Trust Co. of Nevada Inc. lifted its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.3% in the third quarter, according to its...
DT Investment Partners LLC Sells 100 Shares of The Boeing Company (NYSE:BA)
DT Investment Partners LLC lowered its position in shares of The Boeing Company (NYSE:BA – Free Report) by 7.7% during the 3rd quarter, according to...
iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Acquired by Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC increased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.7% in the 3rd quarter, Holdings...
Strata Wealth Advisors LLC Makes New Investment in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Strata Wealth Advisors LLC bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 3rd quarter, according to its...
Strata Wealth Advisors LLC Makes New $509,000 Investment in Invesco QQQ (NASDAQ:QQQ)
Strata Wealth Advisors LLC acquired a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) during the third quarter, according to its most recent disclosure...