Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
TRB Wealth Management LLC Takes $1.22 Million Position in Chevron Corporation $CVX
TRB Wealth Management LLC acquired a new position in shares of Chevron Corporation (NYSE:CVX - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 7,351 shares of the oil and gas…
4,023 Shares in The Travelers Companies, Inc. $TRV Purchased by TRB Wealth Management LLC
TRB Wealth Management LLC bought a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Abound Wealth Management Sells 2,793 Shares of NVIDIA Corporation $NVDA
Abound Wealth Management cut its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,711 shares of the…
ExxonMobil Corporation $XOM Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. trimmed its position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 13.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The…
Northwestern Mutual Wealth Management Co. Lowers Position in Citigroup Inc. $C
Northwestern Mutual Wealth Management Co. lessened its position in shares of Citigroup Inc. (NYSE:C - Free Report) by 14.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 637,555 shares…
Northwestern Mutual Wealth Management Co. Takes Position in Sandisk Corporation $SNDK
Northwestern Mutual Wealth Management Co. purchased a new position in Sandisk Corporation (NASDAQ:SNDK - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Cadence Wealth Management LLC Makes New Investment in B2Gold Corp $BTG
Cadence Wealth Management LLC bought a new stake in B2Gold Corp (NYSEAMERICAN:BTG - Free Report) TSE: BTO during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 323,855 shares of the basic materials…
Abbott Laboratories $ABT Shares Sold by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC decreased its position in shares of Abbott Laboratories (NYSE:ABT - Free Report) by 4.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
MercadoLibre, Inc. $MELI Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. reduced its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 14.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Takes Position in FormFactor, Inc. $FORM
Northwestern Mutual Wealth Management Co. acquired a new position in shares of FormFactor, Inc. (NASDAQ:FORM - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.
Compass Wealth Management LLC Invests $6.11 Million in Walmart Inc. $WMT
Compass Wealth Management LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased…
Northwestern Mutual Wealth Management Co. Takes Position in ATI Inc. $ATI
Northwestern Mutual Wealth Management Co. purchased a new position in shares of ATI Inc. (NYSE:ATI - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Northwestern Mutual Wealth Management Co. Takes Position in Aflac Incorporated $AFL
Northwestern Mutual Wealth Management Co. purchased a new position in shares of Aflac Incorporated (NYSE:AFL - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Microsoft Corporation $MSFT Shares Sold by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 27.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,962…
Xcel Wealth Management LLC Cuts Stock Holdings in Abbott Laboratories $ABT
Xcel Wealth Management LLC lowered its position in Abbott Laboratories (NYSE:ABT - Free Report) by 28.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
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