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Image about Raymond James Financial Services Advisors Inc. Trims Holdings in CVS Health Co. (NYSE:CVS)

Raymond James Financial Services Advisors Inc. Trims Holdings in CVS Health Co. (NYSE:CVS)

Raymond James Financial Services Advisors Inc. lessened its stake in CVS Health Co. (NYSE:CVS – Free Report) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Simon Quick Advisors LLC Sells 46 Shares of CDW Co. (NASDAQ:CDW)

Simon Quick Advisors LLC Sells 46 Shares of CDW Co. (NASDAQ:CDW)

Simon Quick Advisors LLC decreased its stake in CDW Co. (NASDAQ:CDW – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,171 shares of the information... More of this article »
Image about 2,147 Shares in Blackstone Inc. (NYSE:BX) Purchased by Oak Ridge Investments LLC

2,147 Shares in Blackstone Inc. (NYSE:BX) Purchased by Oak Ridge Investments LLC

Oak Ridge Investments LLC purchased a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased... More of this article »
Image about CVA Family Office LLC Takes Position in The Boeing Company (NYSE:BA)

CVA Family Office LLC Takes Position in The Boeing Company (NYSE:BA)

CVA Family Office LLC purchased a new position in shares of The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image about Cascade Investment Group Inc. Buys 514 Shares of Exxon Mobil Co. (NYSE:XOM)

Cascade Investment Group Inc. Buys 514 Shares of Exxon Mobil Co. (NYSE:XOM)

Cascade Investment Group Inc. increased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 10.5% in 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 Exxon Mobil Co. (NYSE:XOM) Shares Sold by Security Financial Services INC.

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Security Financial Services INC.

Security Financial Services INC. cut its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 12.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about ZRC Wealth Management LLC Acquires New Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ZRC Wealth Management LLC Acquires New Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ZRC Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image about Susquehanna Increases DraftKings (NASDAQ:DKNG) Price Target to $54.00

Susquehanna Increases DraftKings (NASDAQ:DKNG) Price Target to $54.00

DraftKings (NASDAQ:DKNG – Get Free Report) had its price objective lifted by analysts at Susquehanna from $51.00 to $54.00 in a research note issued on Monday, Briefing.com reports. The brokerage presently has a “positive”... More of this article »
Image about ZRC Wealth Management LLC Invests $461,000 in Sterling Infrastructure, Inc. (NASDAQ:STRL)

ZRC Wealth Management LLC Invests $461,000 in Sterling Infrastructure, Inc. (NASDAQ:STRL)

ZRC Wealth Management LLC purchased a new stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased... More of this article »
Image about Eaton Co. plc (NYSE:ETN) Shares Purchased by ZRC Wealth Management LLC

Eaton Co. plc (NYSE:ETN) Shares Purchased by ZRC Wealth Management LLC

ZRC Wealth Management LLC lifted its stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 609.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image about Recent Investment Analysts’ Ratings Updates for MP Materials (MP)

Recent Investment Analysts’ Ratings Updates for MP Materials (MP)

MP Materials (NYSE: MP) recently received a number of ratings updates from brokerages and research firms: 3/19/2024 – MP Materials had its price target lowered by analysts at Jefferies Financial Group Inc. from $36.00 to $28.00.... More of this article »
Image about ZRC Wealth Management LLC Has $517,000 Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

ZRC Wealth Management LLC Has $517,000 Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

ZRC Wealth Management LLC grew its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 20.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about ZRC Wealth Management LLC Raises Position in The Charles Schwab Co. (NYSE:SCHW)

ZRC Wealth Management LLC Raises Position in The Charles Schwab Co. (NYSE:SCHW)

ZRC Wealth Management LLC boosted its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 39.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image about ZRC Wealth Management LLC Purchases 19,385 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

ZRC Wealth Management LLC Purchases 19,385 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

ZRC Wealth Management LLC boosted its position in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 2,821.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image about ZRC Wealth Management LLC Acquires Shares of 7,645 iShares U.S. Real Estate ETF (NYSEARCA:IYR)

ZRC Wealth Management LLC Acquires Shares of 7,645 iShares U.S. Real Estate ETF (NYSEARCA:IYR)

ZRC Wealth Management LLC bought a new position in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »