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Greenleaf Trust Increases Stakes across IVW, V, UNH
x/unitedhealth-group
— 3d
Greenleaf Trust expanded stakes in IVW, Visa, IEI and UnitedHealth Group in the second quarter, increasing positions and overall exposure across equities, credit-card payments, and bonds, while trimming its IJR holdings and signaling a broad, diversified reallocation. The moves depict a mix of new allocations and reapportioned weights across asset classes amid ongoing portfolio adjustments.
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