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SkyOak Wealth LLC Takes $253,000 Position in Grupo Aeroportuario del Sureste, S.A. de C.V. (NYSE:ASR)

MarketBeat

SkyOak Wealth LLC bought a new stake in Grupo Aeroportuario del Sureste, S.A. de C.V. (NYSE:ASR - Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 923 shares of the transportation company's

NYSE:ASR
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SkyOak Wealth LLC Has $213,000 Stake in Williams-Sonoma, Inc. (NYSE:WSM)

MarketBeat

SkyOak Wealth LLC lowered its stake in shares of Williams-Sonoma, Inc. (NYSE:WSM - Free Report) by 53.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,345 shares of the specialty retailer's stock after selling 1,51

NYSE:WSM
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SkyOak Wealth LLC Purchases Shares of 1,845 Cullen/Frost Bankers, Inc. (NYSE:CFR)

MarketBeat

SkyOak Wealth LLC purchased a new stake in Cullen/Frost Bankers, Inc. (NYSE:CFR - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,845 shares of the bank's stock, valued at approxi

NYSE:CFR
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SkyOak Wealth LLC Invests $243,000 in ResMed Inc. (NYSE:RMD)

MarketBeat

SkyOak Wealth LLC bought a new position in shares of ResMed Inc. (NYSE:RMD - Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,084 shares of the medical equipment provider's stock, valued at approximately $243,000. Other larg

NYSE:RMD
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SkyOak Wealth LLC Takes Position in Donaldson Company, Inc. (NYSE:DCI)

MarketBeat

SkyOak Wealth LLC purchased a new stake in Donaldson Company, Inc. (NYSE:DCI - Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 3,631 shares of the industrial products company's stock, valued at approximat

NYSE:DCI
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SkyOak Wealth LLC Invests $244,000 in Tecnoglass Inc. (NASDAQ:TGLS)

MarketBeat

SkyOak Wealth LLC acquired a new position in shares of Tecnoglass Inc. (NASDAQ:TGLS - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 3,410 shares of the company's stock, valued at approximately $244,000.

NASDAQ:TGLS
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Harmony Asset Management LLC Cuts Stake in Exxon Mobil Corporation (NYSE:XOM)

MarketBeat
NYSE:XOM
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Harmony Asset Management LLC Sells 5,206 Shares of Johnson & Johnson (NYSE:JNJ)

MarketBeat
NYSE:JNJ
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IFC Advisors LLC Purchases Shares of 1,298 The PNC Financial Services Group, Inc (NYSE:PNC)

MarketBeat
NYSE:PNC
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Johnson & Johnson (NYSE:JNJ) Shares Sold by IFC Advisors LLC

MarketBeat
NYSE:JNJ
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Visa Inc. (NYSE:V) Shares Acquired by IFC Advisors LLC

MarketBeat
NYSE:V
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Fortem Financial Group LLC Makes New Investment in RTX Corporation (NYSE:RTX)

MarketBeat
NYSE:RTX
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Fortem Financial Group LLC Purchases Shares of 34,706 Rigetti Computing, Inc. (NASDAQ:RGTI)

MarketBeat
NASDAQ:RGTI
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Fortem Financial Group LLC Acquires Shares of 652 S&P Global Inc. (NYSE:SPGI)

MarketBeat
NYSE:SPGI
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Fortem Financial Group LLC Takes Position in Palo Alto Networks, Inc. (NASDAQ:PANW)

MarketBeat
NASDAQ:PANW
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Fortem Financial Group LLC Invests $352,000 in Ulta Beauty Inc. (NASDAQ:ULTA)

MarketBeat
NASDAQ:ULTA
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Cortland Associates Inc. MO Sells 32,154 Shares of Visa Inc. (NYSE:V)

MarketBeat
NYSE:V
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WealthTrust Asset Management LLC Buys 2,110 Shares of Visa Inc. (NYSE:V)

MarketBeat
NYSE:V
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Exxon Mobil Corporation (NYSE:XOM) Shares Sold by Callahan Advisors LLC

MarketBeat
NYSE:XOM
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Callahan Advisors LLC Purchases 2,343 Shares of Johnson & Johnson (NYSE:JNJ)

MarketBeat
NYSE:JNJ
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Draper Asset Management LLC Sells 3,593 Shares of Visa Inc. (NYSE:V)

MarketBeat
NYSE:V
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Exxon Mobil Corporation (NYSE:XOM) Stock Position Boosted by SteelPeak Wealth LLC

MarketBeat
NYSE:XOM
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Diversify Wealth Management LLC Invests $584,000 in Maplebear Inc. (NASDAQ:CART)

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NASDAQ:CART
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Diversify Wealth Management LLC Makes New Investment in Clearwater Analytics Holdings, Inc. (NYSE:CWAN)

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NYSE:CWAN
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Diversify Wealth Management LLC Purchases Shares of 13,439 Rambus, Inc. (NASDAQ:RMBS)

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NASDAQ:RMBS
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Diversify Wealth Management LLC Invests $851,000 in Pearson, PLC (NYSE:PSO)

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NYSE:PSO
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Diversify Wealth Management LLC Makes New $910,000 Investment in Nokia Corporation (NYSE:NOK)

MarketBeat
NYSE:NOK
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Diversify Wealth Management LLC Decreases Stock Position in Coastal Financial Corporation (NASDAQ:CCB)

MarketBeat
NASDAQ:CCB
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Diversify Wealth Management LLC Acquires Shares of 5,994 Ascendis Pharma A/S (NASDAQ:ASND)

MarketBeat
NASDAQ:ASND
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Diversify Wealth Management LLC Takes $726,000 Position in Duolingo, Inc. (NASDAQ:DUOL)

MarketBeat
NASDAQ:DUOL
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