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.
Diversify Wealth Management Triples GE Vernova Stake as NYSE: GEV Earnings Blow Past Estimates
Diversify Wealth Management LLC sharply increased its exposure to GE Vernova (NYSE: GEV) during the fourth quarter, more than tripling its holding by 293% to reach 5,309 shares valued at approximately $3.46 million, according to the firm's most…
Aries Wealth Management Increases Stake in Meta Platforms, Inc. $META
Aries Wealth Management lifted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 9.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,496…
Microsoft Corporation $MSFT is AE Wealth Management LLC's 3rd Largest Position
AE Wealth Management LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Herbalife Ltd $HLF Shares Sold by Diversify Wealth Management LLC
Diversify Wealth Management LLC trimmed its position in Herbalife Ltd (NYSE:HLF - Free Report) by 70.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 103,349 shares…
HB Wealth Management LLC Has $135.70 Million Stock Holdings in Alphabet Inc. $GOOGL
HB Wealth Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 433,552…
Sandro Wealth Management LLC Invests $3.03 Million in Broadcom Inc. $AVGO
Sandro Wealth Management LLC acquired a new position in Broadcom Inc. (NASDAQ:AVGO - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 8,753 shares of the semiconductor…
Horst & Graben Wealth Management LLC Cuts Stake in NVIDIA Corporation $NVDA
Horst & Graben Wealth Management LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 29.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned…
Pursuit Wealth Management LLC Buys New Position in Apple Inc. $AAPL
Pursuit Wealth Management LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought…
Alphabet Inc. $GOOG Shares Sold by GC Wealth Management RIA LLC
GC Wealth Management RIA LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 17.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 374,087…
Marietta Wealth Management LLC Has $50.96 Million Holdings in Alphabet Inc. $GOOGL
Marietta Wealth Management LLC boosted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 75.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
GC Wealth Management RIA LLC Sells 25,697 Shares of JPMorgan Chase & Co. $JPM
GC Wealth Management RIA LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 33.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
SEC delay on prediction markets ETFs echoes a long-fought bitcoin fund battle
The first prediction markets exchange-traded funds were anticipated to launch as early as last week, but the Securities and Exchange Commission delayed approval, a situation evoking memories of the long battle fought over spot bitcoin ETFs during…
Indian Stock Market Outlook: Geopolitics, Crude Oil, Inflation & FII Flows
Indian stock markets are poised for a volatile week, with investor attention firmly fixed on geopolitical developments surrounding the US-Iran situation, crude oil prices, and crucial inflation data, alongside the impact of foreign investor…
AI wins have Alphabet poised to become world's biggest company
Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it's on the brink of overtaking AI chip giant Nvidia Corp.
Jim Cramer on Goldman Sachs: 'I Think That It's Going Higher'
The Goldman Sachs Group, Inc. (NYSE: GS) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech's AI spending. A caller asked how the company will do with “giant IPOs in the pipeline,” and Cramer replied:…
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