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.
CrowdStrike $CRWD Shares Sold by Meridian Wealth Management LLC
Meridian Wealth Management LLC reduced its stake in CrowdStrike (NASDAQ:CRWD - Free Report) by 14.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Mastercard Incorporated $MA Shares Bought by Meridian Wealth Management LLC
Meridian Wealth Management LLC lifted its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 20.8% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 15,911 shares of the credit…
Broadcom Inc. $AVGO Shares Acquired by Cabot Wealth Management Inc.
Cabot Wealth Management Inc. lifted its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 865.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,624 shares of the semiconductor…
AE Wealth Management LLC Boosts Holdings in PACCAR Inc. $PCAR
AE Wealth Management LLC boosted its holdings in shares of PACCAR Inc. (NASDAQ:PCAR - Free Report) by 29.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 39,594 shares of the company's stock after…
Meridian Wealth Management LLC Buys 2,079 Shares of Deere & Company $DE
Meridian Wealth Management LLC increased its stake in Deere & Company (NYSE:DE - Free Report) by 14.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
AE Wealth Management LLC Increases Stock Holdings in Crh Plc $CRH
AE Wealth Management LLC lifted its stake in shares of Crh Plc (NYSE:CRH - Free Report) by 59.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,169…
Tesla, Inc. $TSLA Shares Sold by Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 22.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,621…
Meridian Wealth Management LLC Increases Stock Position in GE Vernova Inc. $GEV
Meridian Wealth Management LLC raised its position in GE Vernova Inc. (NYSE:GEV - Free Report) by 39.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,703 shares of the company's stock…
Invesco QQQ $QQQ is Meridian Wealth Management LLC's 3rd Largest Position
Meridian Wealth Management LLC increased its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 163,944 shares of the…
AE Wealth Management LLC Increases Position in Duke Energy Corporation $DUK
AE Wealth Management LLC lifted its stake in Duke Energy Corporation (NYSE:DUK - Free Report) by 51.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
Heritage Wealth Management Inc. Acquires 37,198 Shares of Procter & Gamble Company (The) $PG
Heritage Wealth Management Inc. increased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 32.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
AE Wealth Management LLC Sells 43,212 Shares of The Estee Lauder Companies Inc. $EL
AE Wealth Management LLC cut its stake in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 52.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Global Wealth Management Investment Advisory Inc. Purchases 16,655 Shares of NVIDIA Corporation $NVDA
Global Wealth Management Investment Advisory Inc. boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The…
Justin Rose sets record while running away with Farmers Insurance Open
Justin Rose, 45 years young, won the Farmers Insurance Open on Sunday, the latest feather in the Englishman's wealth management-sponsored cap. At an age when most of his peers are winding it down, thinking about captaining a Ryder Cup or Presidents…
Bitcoin declines as liquidity concerns deepen
WASHINGTON: Bitcoin, the world's largest cryptocurrency by market value, was down by 6.53% at US$78,719.63 last Saturday, continuing its decline from the previous session. Last Friday, bitcoin fell to as low as US$81,104, the lowest since Nov 21…
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