MarketBeat Instant News Alerts Sun. Oct 1, 2023 4:38 AM ETTotal Wealth Planning LLC Buys 13,218 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)MarketBeatTotal Wealth Planning LLC lifted its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH - Free Report) by 1.8% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 740,701 shares of the company's stock aNASDAQ:VCSHRead Total Wealth Planning LLC Buys 13,218 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)Sun. Oct 1, 2023 4:12 AM ETThermo Fisher Scientific Inc. (NYSE:TMO) Shares Sold by WESPAC Advisors SoCal LLCMarketBeatWESPAC Advisors SoCal LLC lessened its stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 44.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,982 shares of the medical research companNYSE:TMORead Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Sold by WESPAC Advisors SoCal LLCSun. Oct 1, 2023 5:18 AM ETBroadcom Inc. (NASDAQ:AVGO) Shares Sold by WESPAC Advisors SoCal LLCMarketBeatWESPAC Advisors SoCal LLC reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 29.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,095 shares of the semiconductor manufacturer's stoNASDAQ:AVGORead Broadcom Inc. (NASDAQ:AVGO) Shares Sold by WESPAC Advisors SoCal LLCSun. Oct 1, 2023 3:50 AM ETiShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Sold by Ballew Advisors IncMarketBeatBallew Advisors Inc decreased its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI - Free Report) by 85.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,943 shares of the company's stock after NASDAQ:IEIRead iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Sold by Ballew Advisors IncSun. Oct 1, 2023 4:47 AM ETSkyOak Wealth LLC Trims Holdings in Union Pacific Co. (NYSE:UNP)MarketBeatSkyOak Wealth LLC reduced its holdings in shares of Union Pacific Co. (NYSE:UNP - Free Report) by 18.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,736 shares of the railroad operator's stock after selling NYSE:UNPRead SkyOak Wealth LLC Trims Holdings in Union Pacific Co. (NYSE:UNP)Sun. Oct 1, 2023 5:18 AM ETSkyOak Wealth LLC Grows Position in AT&T Inc. (NYSE:T)MarketBeatSkyOak Wealth LLC lifted its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 91.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 36,497 shares of the technology company's stock after purchasing an addiNYSE:TRead SkyOak Wealth LLC Grows Position in AT&T Inc. (NYSE:T) Trending News1Broad Peak Investment Holdings Ltd. Has $84.15 Million Stock Position in Alibaba Group Holding Limited (NYSE:BABA)2NextEra Energy (NYSE:NEE) Updates FY24 Earnings Guidance3Northcoast Research Downgrades Badger Meter (NYSE:BMI) to Sell4Ritholtz Wealth Management Sells 942 Shares of Nexstar Media Group, Inc. (NASDAQ:NXST)5Quilter Plc Acquires 36,680 Shares of The Walt Disney Company (NYSE:DIS)6Topgolf Callaway Brands (NYSE:MODG) Earns Underweight Rating from Analysts at Morgan Stanley7Naples Global Advisors LLC Acquires 1,856 Shares of Alphabet Inc. (NASDAQ:GOOGL)8Cormark Weighs in on Lithium Americas Corp.'s FY2024 Earnings (NYSE:LAC) All MarketBeat Instant News Alerts Latest News Trending News Sort By Last 24 Hours Last 3 Days Last 7 Days Last 14 Days Last 30 Days Last 90 Days All Time Time Frame Keywords Sun. Oct 1, 2023 6:03 AM ETComerica Incorporated (NYSE:CMA) Shares Purchased by SkyOak Wealth LLCMarketBeatNYSE:CMARead Comerica Incorporated (NYSE:CMA) Shares Purchased by SkyOak Wealth LLCSun. Oct 1, 2023 3:11 AM ETSkyOak Wealth LLC Invests $612,000 in Celsius Holdings, Inc. (NASDAQ:CELH)MarketBeatNASDAQ:CELHRead SkyOak Wealth LLC Invests $612,000 in Celsius Holdings, Inc. (NASDAQ:CELH)Sun. Oct 1, 2023 2:55 AM ETThe Toronto-Dominion Bank (NYSE:TD) Shares Sold by SkyOak Wealth LLCMarketBeatNYSE:TDRead The Toronto-Dominion Bank (NYSE:TD) Shares Sold by SkyOak Wealth LLCSun. Oct 1, 2023 3:12 AM ETSkyOak Wealth LLC Has $761,000 Stock Holdings in Devon Energy Co. (NYSE:DVN)MarketBeatNYSE:DVNRead SkyOak Wealth LLC Has $761,000 Stock Holdings in Devon Energy Co. (NYSE:DVN)Sun. Oct 1, 2023 4:38 AM ETSkyOak Wealth LLC Sells 1,562 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)MarketBeatNASDAQ:SHYRead SkyOak Wealth LLC Sells 1,562 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)Sun. Oct 1, 2023 3:13 AM ETSkyOak Wealth LLC Has $1.01 Million Stake in Ciena Co. (NYSE:CIEN)MarketBeatNYSE:CIENRead SkyOak Wealth LLC Has $1.01 Million Stake in Ciena Co. (NYSE:CIEN)Sun. Oct 1, 2023 3:12 AM ETPrudential Financial, Inc. (NYSE:PRU) Shares Sold by SkyOak Wealth LLCMarketBeatNYSE:PRURead Prudential Financial, Inc. (NYSE:PRU) Shares Sold by SkyOak Wealth LLCSun. Oct 1, 2023 3:50 AM ETSkyOak Wealth LLC Buys 14,914 Shares of Uber Technologies, Inc. (NYSE:UBER)MarketBeatNYSE:UBERRead SkyOak Wealth LLC Buys 14,914 Shares of Uber Technologies, Inc. (NYSE:UBER)Sun. Oct 1, 2023 4:46 AM ETSkyOak Wealth LLC Sells 5,202 Shares of Bank of America Co. (NYSE:BAC)MarketBeatNYSE:BACRead SkyOak Wealth LLC Sells 5,202 Shares of Bank of America Co. (NYSE:BAC)Sun. Oct 1, 2023 5:10 AM ETSkyOak Wealth LLC Has $1.90 Million Position in International Business Machines Co. (NYSE:IBM)MarketBeatNYSE:IBMRead SkyOak Wealth LLC Has $1.90 Million Position in International Business Machines Co. (NYSE:IBM)Sun. Oct 1, 2023 4:55 AM ETSkyOak Wealth LLC Lowers Holdings in Emerson Electric Co. (NYSE:EMR)MarketBeatNYSE:EMRRead SkyOak Wealth LLC Lowers Holdings in Emerson Electric Co. (NYSE:EMR)Sun. Oct 1, 2023 2:56 AM ETUnited Parcel Service, Inc. (NYSE:UPS) Shares Purchased by SkyOak Wealth LLCMarketBeatNYSE:UPSRead United Parcel Service, Inc. (NYSE:UPS) Shares Purchased by SkyOak Wealth LLCSun. Oct 1, 2023 2:46 AM ETLantheus Holdings, Inc. (NASDAQ:LNTH) Shares Bought by SkyOak Wealth LLCMarketBeatNASDAQ:LNTHRead Lantheus Holdings, Inc. (NASDAQ:LNTH) Shares Bought by SkyOak Wealth LLCSun. Oct 1, 2023 4:55 AM ETInvesco QQQ (NASDAQ:QQQ) Shares Sold by SkyOak Wealth LLCMarketBeatNASDAQ:QQQRead Invesco QQQ (NASDAQ:QQQ) Shares Sold by SkyOak Wealth LLCSun. Oct 1, 2023 4:55 AM ETSkyOak Wealth LLC Trims Stake in Verizon Communications Inc. (NYSE:VZ)MarketBeatNYSE:VZRead SkyOak Wealth LLC Trims Stake in Verizon Communications Inc. (NYSE:VZ)Sun. Oct 1, 2023 4:12 AM ETVanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Shares Acquired by SkyOak Wealth LLCMarketBeatNASDAQ:VGITRead Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Shares Acquired by SkyOak Wealth LLCSun. Oct 1, 2023 5:45 AM ETCassia Capital Partners LLC Acquires New Position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)MarketBeatNASDAQ:ACWXRead Cassia Capital Partners LLC Acquires New Position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)Sun. Oct 1, 2023 5:18 AM ETCassia Capital Partners LLC Acquires 2,653 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)MarketBeatNASDAQ:ACWIRead Cassia Capital Partners LLC Acquires 2,653 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)Sun. Oct 1, 2023 3:11 AM ETThe Coca-Cola Company (NYSE:KO) Shares Purchased by Cassia Capital Partners LLCMarketBeatNYSE:KORead The Coca-Cola Company (NYSE:KO) Shares Purchased by Cassia Capital Partners LLCSun. Oct 1, 2023 4:46 AM ETCassia Capital Partners LLC Buys 1,172 Shares of Duke Energy Co. (NYSE:DUK)MarketBeatNYSE:DUKRead Cassia Capital Partners LLC Buys 1,172 Shares of Duke Energy Co. (NYSE:DUK)Sun. Oct 1, 2023 5:18 AM ETSkyOak Wealth LLC Cuts Holdings in Eli Lilly and Company (NYSE:LLY)MarketBeatNYSE:LLYRead SkyOak Wealth LLC Cuts Holdings in Eli Lilly and Company (NYSE:LLY)Sun. Oct 1, 2023 4:55 AM ETSkyOak Wealth LLC Has $13.57 Million Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)MarketBeatNASDAQ:IUSVRead SkyOak Wealth LLC Has $13.57 Million Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)Sun. Oct 1, 2023 3:11 AM ETCassia Capital Partners LLC Grows Holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)MarketBeatNASDAQ:REGNRead Cassia Capital Partners LLC Grows Holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)Sun. Oct 1, 2023 5:27 AM ETCassia Capital Partners LLC Takes $422,000 Position in NextEra Energy, Inc. (NYSE:NEE)MarketBeatNYSE:NEERead Cassia Capital Partners LLC Takes $422,000 Position in NextEra Energy, Inc. 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