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Image about Kingswood Wealth Advisors LLC Has $376,000 Holdings in iShares Biotechnology ETF (NASDAQ:IBB)

Kingswood Wealth Advisors LLC Has $376,000 Holdings in iShares Biotechnology ETF (NASDAQ:IBB)

Kingswood Wealth Advisors LLC lifted its holdings in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 27.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,771 shares of the financial... More of this article »
Image about Raymond James Financial Services Advisors Inc. Trims Stake in General Mills, Inc. (NYSE:GIS)

Raymond James Financial Services Advisors Inc. Trims Stake in General Mills, Inc. (NYSE:GIS)

Raymond James Financial Services Advisors Inc. lowered its position in General Mills, Inc. (NYSE:GIS – Free Report) by 0.8% during the 4th quarter, HoldingsChannel reports. The fund owned 299,928 shares of the company’s... More of this article »
Image about O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares Sold by Mutual Advisors LLC

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares Sold by Mutual Advisors LLC

Mutual Advisors LLC lowered its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 54.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about 775 Shares in National Grid plc (NYSE:NGG) Acquired by Planned Solutions Inc.

775 Shares in National Grid plc (NYSE:NGG) Acquired by Planned Solutions Inc.

Planned Solutions Inc. acquired a new position in National Grid plc (NYSE:NGG – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image about Planned Solutions Inc. Purchases Shares of 2,700 Infosys Limited (NYSE:INFY)

Planned Solutions Inc. Purchases Shares of 2,700 Infosys Limited (NYSE:INFY)

Planned Solutions Inc. purchased a new stake in Infosys Limited (NYSE:INFY – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm purchased 2,700 shares of the technology company’s stock, valued... More of this article »
Image about Kingswood Wealth Advisors LLC Acquires 1,070 Shares of United States Steel Co. (NYSE:X)

Kingswood Wealth Advisors LLC Acquires 1,070 Shares of United States Steel Co. (NYSE:X)

Kingswood Wealth Advisors LLC boosted its holdings in United States Steel Co. (NYSE:X – Free Report) by 16.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image about Planned Solutions Inc. Invests $52,000 in Royal Caribbean Cruises Ltd. (NYSE:RCL)

Planned Solutions Inc. Invests $52,000 in Royal Caribbean Cruises Ltd. (NYSE:RCL)

Planned Solutions Inc. purchased a new position in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about Kingswood Wealth Advisors LLC Makes New $375,000 Investment in VanEck Gold Miners ETF (NYSEARCA:GDX)

Kingswood Wealth Advisors LLC Makes New $375,000 Investment in VanEck Gold Miners ETF (NYSEARCA:GDX)

Kingswood Wealth Advisors LLC purchased a new position in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) in the fourth quarter, Holdings Channel reports. The fund purchased 12,105 shares of the exchange traded... More of this article »
Image about Mutual Advisors LLC Purchases 340 Shares of Tractor Supply (NASDAQ:TSCO)

Mutual Advisors LLC Purchases 340 Shares of Tractor Supply (NASDAQ:TSCO)

Mutual Advisors LLC raised its position in Tractor Supply (NASDAQ:TSCO – Free Report) by 19.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,088 shares of... More of this article »
Image about Planned Solutions Inc. Takes Position in General Mills, Inc. (NYSE:GIS)

Planned Solutions Inc. Takes Position in General Mills, Inc. (NYSE:GIS)

Planned Solutions Inc. acquired a new stake in General Mills, Inc. (NYSE:GIS – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 800 shares of the company’s stock,... More of this article »
Image about iShares MBS ETF (NASDAQ:MBB) Shares Bought by Kingswood Wealth Advisors LLC

iShares MBS ETF (NASDAQ:MBB) Shares Bought by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC increased its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 18.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about Planned Solutions Inc. Invests $53,000 in The Allstate Co. (NYSE:ALL)

Planned Solutions Inc. Invests $53,000 in The Allstate Co. (NYSE:ALL)

Planned Solutions Inc. bought a new position in shares of The Allstate Co. (NYSE:ALL – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought... More of this article »
Image about Vest Financial LLC Raises Position in Microsoft Co. (NASDAQ:MSFT)

Vest Financial LLC Raises Position in Microsoft Co. (NASDAQ:MSFT)

Vest Financial LLC raised its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 25.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Ullmann Wealth Partners Group LLC Acquires 1,906 Shares of Microsoft Co. (NASDAQ:MSFT)

Ullmann Wealth Partners Group LLC Acquires 1,906 Shares of Microsoft Co. (NASDAQ:MSFT)

Ullmann Wealth Partners Group LLC increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 21.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image about Chesley Taft & Associates LLC Sells 2,997 Shares of Microsoft Co. (NASDAQ:MSFT)

Chesley Taft & Associates LLC Sells 2,997 Shares of Microsoft Co. (NASDAQ:MSFT)

Chesley Taft & Associates LLC cut its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 4th quarter, Holdings Channel reports. The firm owned 242,327 shares of the software giant’s stock after... More of this article »