Wedmont Private Capital Acquires 6,489 Shares of The Procter

2 days ago · Wedmont Private Capital grew its stake in The Procter & Gamble Company (NYSE:PG - Free Report) by 17.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.The firm owned 43,130 shares …

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Wedmont Private Capital Acquires 6,489 Shares Of The Procter

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Procter & Gamble Company Shares Owned By Wedmont Private …

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Quarter filed Position value Share count Share price at filing; 2024-06-30 $5.9M : 36k : 166.61 : 2024-03-31 $5.1M : 33k

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WEDMONT PRIVATE CAPITAL Top 13F Holdings

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Wedmont Private Capital is a large advisory firm with 310 clients and discretionary assets under management (AUM) of $1,574,068,071 (Form ADV from 2024-02-27). Their last reported 13F …

whalewisdom.com

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Wedmont Private Capital Purchases 3,759 Shares Of The Procter

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Jun 22, 2023 · Wedmont Private Capital lifted its position in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 24.4% during the first quarter, according to the …

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EP Wealth Advisors LLC Has $1.66 Million Stock Position In

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Dec 10, 2024 · Cetera Advisors LLC acquired a new position in shares of PG&E during the 1st quarter worth approximately $503,000. ... Wedmont Private Capital lifted its stake in shares of …

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Wedmont Private Capital Acquires 64 Shares Of PTC Inc.

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22 hours ago · Wedmont Private Capital boosted its holdings in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 1.6% during the fourth quarter, according to the company in …

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Wedmont Private Capital Acquires 5,611 Shares Of Microsoft

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Nov 25, 2024 · The firm owned 91,202 shares of the software giant's stock after purchasing an additional 5,611 shares during the quarter. Microsoft makes up 2.1% of Wedmont Private …

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Wedmont Private Capital Purchases 6,969 Shares Of Amazon

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Nov 6, 2024 · Wedmont Private Capital lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.7% in the 3rd quarter, according to the company in its …

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Help With Direct Indexing - Trying To Fix My $7MM Portfolios

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I've spoken to Fidelity about their tax managed portfolios and the fees seem reasonable (they are quoting me .35%). I've also spoken to Wedmont private Capital and I like their fee structure …

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Apple Inc. (NASDAQ:AAPL) Shares Bought By Donaldson Capital …

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Jan 7, 2025 · Wedmont Private Capital raised its stake in Apple by 5.4% in the second quarter. Wedmont Private Capital now owns 204,579 shares of the iPhone maker's stock valued at …

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Welltower Inc. (NYSE:WELL) Stock Position Boosted By

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Dec 9, 2024 · Wedmont Private Capital now owns 6,872 shares of the real estate investment trust's stock worth $716,000 after purchasing an additional 1,716 shares in the last quarter. …

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FAQs about Wedmont Private Capital Acquires 6,489 Shares of The Procter Coupon?

Does wealthquest own Procter & Gamble?

Wealthquest Corp trimmed its holdings in shares of The Procter & Gamble Company (NYSE:PG - Free Report) by 3.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 174,109 shares of the company's stock after selling 6,3 ...

Does Lord Abbett own Procter & Gamble Company?

Lord Abbett & CO. LLC reduced its stake in The Procter & Gamble Company (NYSE:PG - Free Report) by 42.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 211,406 shares of the company's stock after selling 158,415 shares during the quarter. ...

Does wedmont private capital own Valero Energy?

Wedmont Private Capital’s holdings in Valero Energy were worth $837,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VLO. Parallel Advisors LLC grew its holdings in Valero Energy by 5.7% during the second quarter. ...

Does Stock Yards Bank & Trust own Procter & Gamble Company?

Stock Yards Bank & Trust Co. reduced its holdings in shares of The Procter & Gamble Company (NYSE:PG - Free Report) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 202,046 shares of the company's stock afte ...

Did tidal invest in Procter & Gamble?

Tidal Investments LLC cut its stake in The Procter & Gamble Company (NYSE:PG - Free Report) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 113,482 shares of the company's stock after selling 5,643 shares durin ...

Does World Investment Advisors LLC own Procter & Gamble?

World Investment Advisors LLC increased its holdings in shares of The Procter & Gamble Company (NYSE:PG - Free Report) by 95.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). ...