Fortem Financial Group LLC Trims Holdings in Visa Inc. (NYSE:V)

Sep 4, 2024  · Fortem Financial Group LLC trimmed its holdings in Visa Inc. (NYSE:V – Free Report) by 13.2% in the 2nd quarter, according to the company in its most recent filing with the …


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Fortem Financial Group LLC Trims Holdings In Visa Inc. (NYSE:V)

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Sep 4, 2024  · Fortem Financial Group LLC trimmed its holdings in Visa Inc. (NYSE:V – Free Report) by 13.2% in the 2nd quarter, according to the company in its most recent filing with the …

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Lmcg Investments LLC Trims Position In Visa Inc. (NYSE:V)

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Jan 23, 2025  · The institutional investor owned 70,630 shares of the credit-card processor's stock after selling 2,028 shares during the period. Visa accounts for about 1.4% of Lmcg …

marketbeat.com

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FORTEM FINANCIAL GROUP, LLC Top 13F Holdings

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Fortem Financial Group is based out of Palm Desert. Fortem Financial Group is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $432,167,981 …

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Fortem Financial Group LLC Decreases Stock Holdings In Target …

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Dec 12, 2024  · Fortem Financial Group LLC reduced its stake in shares of Target Co. (NYSE:TGT - Free Report) by 67.0% during the 3rd quarter, according to its most recent 13F filing with the …

marketbeat.com

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Fortem Financial Group, Llc Buys Technology Select Sector SPDR …

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Fortem Financial Group, Llc initiated holding in Technology Select Sector SPDR ETF. The purchase prices were between $147.78 and $176.65, with an estimated average price of …

yahoo.com

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Fortem Financial Group LLC Grows Position In Omnicom Group …

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Sep 4, 2024  · Fortem Financial Group LLC raised its holdings in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 2.1% during the second quarter, according to its most recent …

mayfieldrecorder.com

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Fortem Financial Group LLC Decreases Stock Holdings In Eli Lilly …

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Jan 6, 2025  · Fortem Financial Group LLC reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent 13F …

mayfieldrecorder.com

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Fortem Financial Group LLC Has $643,000 Holdings In The Home …

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Jan 6, 2025  · Fortem Financial Group LLC increased its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.8% in the 4th quarter, according to its most recent …

mayfieldrecorder.com

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Fortem Financial Group LLC Has $866,000 Stake In IDACORP, Inc.

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Sep 4, 2024  · Fortem Financial Group LLC increased its holdings in shares of IDACORP, Inc. (NYSE:IDA – Free Report) by 1.2% during the 2nd quarter, HoldingsChannel reports. The firm …

techdows.com

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Fortem Financial Group LLC Reduces Stock Position In Merck

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Jan 7, 2025  · Fortem Financial Group LLC decreased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.7% in the 4th quarter, according to its most recent filing with …

etfdailynews.com

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Visa Inc. (NYSE:V) Shares Sold By Evermay Wealth Management LLC

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2 days ago  · Shares of NYSE:V opened at $345.92 on Tuesday. The company’s fifty day moving average price is $317.74 and its 200 day moving average price is $293.27. Visa Inc. has a 12 …

etfdailynews.com

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Fortem Financial Group LLC Increases Stock Position In Sysco Co.

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Fortem Financial Group LLC’s holdings in Sysco were worth $296,000 as of its […] Fortem Financial Group LLC boosted its holdings in Sysco Co. (NYSE:SYY – Free Report) by 3.6% in …

tickerreport.com

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New Century Financial Group LLC Cuts Stock Position In Visa Inc.

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Jan 26, 2025  · New Century Financial Group LLC cut its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 13.9% in the 4th quarter, according to the company in its most recent filing …

marketbeat.com

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KG&L Capital Management LLC Trims Position In Visa Inc. (NYSE:V)

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2 days ago  · KG&L Capital Management LLC lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 55.2% during the fourth quarter, HoldingsChannel.com reports. The firm …

etfdailynews.com

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Fortem Financial Group LLC Has $368,000 Stake In Uber …

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Jan 7, 2025  · Fortem Financial Group LLC grew its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 21.3% during the fourth quarter, according to the company in …

etfdailynews.com

FAQs about Fortem Financial Group LLC Trims Holdings in Visa Inc. (NYSE:V) Coupon?

Who is fortem financial?

THINK OF US AS YOUR FREEDOM FIGHTERS. Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first. Freedom isn't just a state of mind, it's peace of mind. It's living in a world without confines – both physical and financial – and challenging convention. ...

Does fortem Financial Group LLC own Uber Technologies?

Fortem Financial Group LLC’s holdings in Uber Technologies were worth $368,000 as of its most recent filing with the SEC. Several other large investors also recently made changes to their positions in UBER. GHP Investment Advisors Inc. raised its position in Uber Technologies by 222.7% in the 2nd quarter. ...

Does kg&l Capital Management own Visa Inc?

KG&L Capital Management LLC lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 55.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 2,401 shares of the credit-card processor’s stock after selling 2,954 shares during the period. ...

Does Evermay Wealth Management LLC own Visa Inc?

Evermay Wealth Management LLC decreased its holdings in Visa Inc. (NYSE:V – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,947 shares of the credit-card processor’s stock after selling 326 shares during the period. ...

Did Peterson Financial Group buy visa?

Peterson Financial Group Inc. purchased a new position in shares of Visa in the 3rd quarter valued at $26,000. Decker Retirement Planning Inc. purchased a new position in shares of Visa in the 4th quarter valued at $26,000. Reston Wealth Management LLC acquired a new stake in Visa during the 3rd quarter valued at $31,000. ...

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