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Axxcess Wealth Management LLC Buys 788 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)

MarketBeat

Axxcess Wealth Management LLC grew its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA - Free Report) by 58.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,125 shares of the financial services provider's s

NASDAQ:LPLA
Read Axxcess Wealth Management LLC Buys 788 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
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Axxcess Wealth Management LLC Makes New $695,000 Investment in CVS Health Corporation (NYSE:CVS)

MarketBeat

Axxcess Wealth Management LLC purchased a new position in CVS Health Corporation (NYSE:CVS - Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,256 shares of the pharmacy

NYSE:CVS
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Axxcess Wealth Management LLC Reduces Holdings in ServiceNow, Inc. (NYSE:NOW)

MarketBeat

Axxcess Wealth Management LLC lowered its position in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 99.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 750 shares of the information technology services provid

NYSE:NOW
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BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Stake Boosted by Axxcess Wealth Management LLC

MarketBeat

Axxcess Wealth Management LLC increased its stake in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 111.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,258 shares of the company's st

NYSE:BJ
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Axxcess Wealth Management LLC Invests $625,000 in Alexandria Real Estate Equities, Inc. (NYSE:ARE)

MarketBeat

Axxcess Wealth Management LLC acquired a new position in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE - Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 6,751 shares of the real estate investment t

NYSE:ARE
Read Axxcess Wealth Management LLC Invests $625,000 in Alexandria Real Estate Equities, Inc. (NYSE:ARE)
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Axxcess Wealth Management LLC Acquires 3,543 Shares of United Airlines Holdings Inc (NASDAQ:UAL)

MarketBeat

Axxcess Wealth Management LLC boosted its position in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 63.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,096 shares of the transportatio

NASDAQ:UAL
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Chipotle Mexican Grill, Inc. (NYSE:CMG) Shares Sold by Axxcess Wealth Management LLC

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NYSE:CMG
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Axxcess Wealth Management LLC Sells 1,727 Shares of Axon Enterprise, Inc (NASDAQ:AXON)

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NASDAQ:AXON
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Axxcess Wealth Management LLC Acquires 4,352 Shares of Robinhood Markets, Inc. (NASDAQ:HOOD)

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NASDAQ:HOOD
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New Mexico Educational Retirement Board Cuts Stock Position in TKO Group Holdings, Inc. (NYSE:TKO)

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NYSE:TKO
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New Mexico Educational Retirement Board Makes New Investment in EchoStar Corporation (NASDAQ:SATS)

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Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Cornerstone Planning Group LLC

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NASDAQ:META
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Meta Platforms, Inc. (NASDAQ:META) Holdings Decreased by GFG Capital LLC

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NASDAQ:META
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Meta Platforms, Inc. (NASDAQ:META) is Linden Thomas Advisory Services LLC's 2nd Largest Position

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NASDAQ:META
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Greenleaf Trust Sells 7,225 Shares of FMC Corporation (NYSE:FMC)

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NYSE:FMC
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Greenleaf Trust Takes $253,000 Position in W.P. Carey Inc. (NYSE:WPC)

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NYSE:WPC
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Greenleaf Trust Takes $259,000 Position in National Fuel Gas Company (NYSE:NFG)

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NYSE:NFG
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Greenleaf Trust Acquires New Holdings in AngloGold Ashanti PLC (NYSE:AU)

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NYSE:AU
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Greenleaf Trust Buys New Position in Genuine Parts Company (NYSE:GPC)

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NYSE:GPC
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Greenleaf Trust Invests $359,000 in Kenvue Inc. (NYSE:KVUE)

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NYSE:KVUE
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Greenleaf Trust Sells 2,955 Shares of Canadian National Railway Company (NYSE:CNI)

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NYSE:CNI
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Biogen Inc. (NASDAQ:BIIB) Holdings Cut by Greenleaf Trust

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Greenleaf Trust Has $406,000 Stock Position in Sprouts Farmers Market, Inc. (NASDAQ:SFM)

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NASDAQ:SFM
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Greenleaf Trust Takes $422,000 Position in Expand Energy Corporation (NASDAQ:EXE)

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NASDAQ:EXE
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Greenleaf Trust Trims Holdings in Gentex Corporation (NASDAQ:GNTX)

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Meta Platforms, Inc. (NASDAQ:META) Stock Position Raised by Flossbach Von Storch SE

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NASDAQ:META
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Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by New Insight Wealth Advisors

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NASDAQ:META
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Peterson Wealth Advisors LLC Lowers Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

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NASDAQ:META
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Trek Financial LLC Has $7.06 Million Stake in Meta Platforms, Inc. (NASDAQ:META)

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NASDAQ:META
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DekaBank Deutsche Girozentrale Lowers Position in Docusign Inc. (NASDAQ:DOCU)

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NASDAQ:DOCU
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