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.
33,844 Shares in Amazon.com, Inc. $AMZN Bought by TRB Wealth Management LLC
TRB Wealth Management LLC purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 33,844 shares of…
Hohimer Wealth Management LLC Boosts Stake in NVIDIA Corporation $NVDA
Hohimer Wealth Management LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.8% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 110,149 shares of the computer…
Udine Wealth Management Inc. Trims Holdings in NVIDIA Corporation $NVDA
Udine Wealth Management Inc. reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
13,190 Shares in Apple Inc. $AAPL Purchased by Smith Partners Wealth Management LLC
Smith Partners Wealth Management LLC bought a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 13,190 shares of the iPhone…
20,118 Shares in Apple Inc. $AAPL Bought by Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC bought a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The fund bought 20,118 shares of the iPhone maker's stock, valued at…
Alphabet Inc. $GOOGL Position Reduced by HB Wealth Management LLC
HB Wealth Management LLC reduced its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 449,314…
NVIDIA Corporation $NVDA Stock Position Lowered by Xcel Wealth Management LLC
Xcel Wealth Management LLC trimmed its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned…
Avaii Wealth Management LLC Invests $5.86 Million in Apple Inc. $AAPL
Avaii Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 20,261…
Meta Platforms, Inc. $META is Whalen Wealth Management Inc.'s 8th Largest Position
Whalen Wealth Management Inc. boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 20.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
NVIDIA Corporation $NVDA is Platt Wealth Management LLC's 10th Largest Position
Platt Wealth Management LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 28.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Compass Wealth Management LLC Invests $3.17 Million in Apple Inc. $AAPL
Compass Wealth Management LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired…
Angeles Wealth Management LLC Has $25.93 Million Position in Alphabet Inc. $GOOGL
Angeles Wealth Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 14.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 72,545…
Asset One Wealth Management LLC Acquires 3,045 Shares of Meta Platforms, Inc. $META
Asset One Wealth Management LLC increased its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 23.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Robinhood CEO wants the company to be more than a trading app. Here's how he plans to do it
Robinhood CEO Vlad Tenev wants to use trading as a way to acquire customers and then continue to manage their wealth throughout their lifetime. 'If you think about active traders as a part of our business, it's really the engine room and the…
Worried About Retiring into a Down Market? Here Is the 'War Chest' Strategy Every Pre-Retiree Needs
Most of my clients spend three decades focused on one number: How much they've saved. As they approach retirement, the question shifts. How much can we spend and keep the plan on track? That shift catches more people off guard than anything else I…
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