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.
Apple Inc. $AAPL Shares Bought by Abound Wealth Management
Abound Wealth Management grew its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,326 shares of the iPhone maker's…
Dakota Wealth Management Cuts Stock Position in Robinhood Markets, Inc. $HOOD
Dakota Wealth Management cut its position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 93.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,620…
Affinity Wealth Management LLC Takes Position in HudBay Minerals Inc $HBM
Affinity Wealth Management LLC purchased a new position in shares of HudBay Minerals Inc (NYSE:HBM - Free Report) TSE: HBM in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
Sendero Wealth Management LLC Lowers Stake in Alphabet Inc. $GOOGL
Sendero Wealth Management LLC lessened its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…
Affinity Wealth Management LLC Invests $3.38 Million in Southern Copper Corporation $SCCO
Affinity Wealth Management LLC acquired a new stake in Southern Copper Corporation (NYSE:SCCO - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Affinity Wealth Management LLC Boosts Holdings in Seagate Technology Holdings PLC $STX
Affinity Wealth Management LLC boosted its holdings in Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) by 9.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned…
Axon Enterprise, Inc $AXON Shares Sold by Spire Wealth Management
Spire Wealth Management reduced its position in shares of Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 82.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Dakota Wealth Management Reduces Stock Position in Meta Platforms, Inc. $META
Dakota Wealth Management lessened its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 73,596 shares of the social…
Spire Wealth Management Has $1.24 Million Stock Position in Parker-Hannifin Corporation $PH
Spire Wealth Management lifted its holdings in shares of Parker-Hannifin Corporation (NYSE:PH - Free Report) by 481.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Signature Wealth Management Group Boosts Stake in Procter & Gamble Company (The) $PG
Signature Wealth Management Group grew its position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 1,424.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange…
Wealth Management Partners LLC Has $31.48 Million Holdings in NVIDIA Corporation $NVDA
Wealth Management Partners LLC lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Triangle Securities Wealth Management Grows Stock Holdings in Meta Platforms, Inc. $META
Triangle Securities Wealth Management raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 18.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
Lord & Richards Wealth Management LLC Trims Holdings in Diamondback Energy, Inc. $FANG
Lord & Richards Wealth Management LLC lowered its holdings in shares of Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) by 50.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange…
TCW Strategic Income Fund, Inc. $TSI Shares Purchased by JP Wealth Management Inc.
JP Wealth Management Inc. raised its stake in TCW Strategic Income Fund, Inc. (NYSE:TSI - Free Report) by 7.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Lord & Richards Wealth Management LLC Has $1.35 Million Position in Quanta Services, Inc. $PWR
Lord & Richards Wealth Management LLC lowered its holdings in Quanta Services, Inc. (NYSE:PWR - Free Report) by 39.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
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