Ritholtz Wealth Management trimmed its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 104,788 shares of the information services provider’s stock after selling 1,989 shares during the quarter. Alphabet accounts for 0.5% of Ritholtz […]

JGP Wealth Management LLC decreased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 17,669 shares of the company’s stock after selling 217 shares during the quarter. JGP Wealth Management LLC’s holdings in AbbVie were worth $3,489,000 as of its most recent SEC filing. […]

Selective Wealth Management Inc. reduced its holdings in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 16.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,636 shares of the utilities provider’s stock after selling 2,708 shares during the period. […]

Selective Wealth Management Inc. trimmed its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 11.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 53,849 shares of the company’s stock after selling 7,030 shares during the quarter. DocuSign makes up […]