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.
Brickley Wealth Management Grows Holdings in Apple Inc. $AAPL
Brickley Wealth Management lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Axxcess Wealth Management LLC Takes Position in Workday, Inc. $WDAY
Axxcess Wealth Management LLC bought a new stake in shares of Workday, Inc. (NASDAQ:WDAY - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 9,004 shares of the software maker's…
FedEx Corporation $FDX Shares Purchased by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC boosted its position in FedEx Corporation (NYSE:FDX - Free Report) by 99.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Nucor Corporation $NUE Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC raised its stake in Nucor Corporation (NYSE:NUE - Free Report) by 134.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,606 shares of…
Axxcess Wealth Management LLC Grows Position in Aflac Incorporated $AFL
Axxcess Wealth Management LLC grew its stake in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 819.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,866 shares of the…
GDS Wealth Management Purchases 2,041 Shares of Amazon.com, Inc. $AMZN
GDS Wealth Management boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 132,676 shares of the e-commerce…
Axxcess Wealth Management LLC Purchases 9,996 Shares of Autodesk, Inc. $ADSK
Axxcess Wealth Management LLC increased its position in Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 1,465.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,678 shares of the…
Parker-Hannifin Corporation $PH Stake Raised by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC boosted its holdings in Parker-Hannifin Corporation (NYSE:PH - Free Report) by 216.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Axxcess Wealth Management LLC Buys 5,138 Shares of Adobe Inc. $ADBE
Axxcess Wealth Management LLC boosted its stake in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 233.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Axxcess Wealth Management LLC Boosts Position in EMCOR Group, Inc. $EME
Axxcess Wealth Management LLC boosted its position in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 184.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,337 shares of the…
IDEXX Laboratories, Inc. $IDXX Shares Acquired by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lifted its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX - Free Report) by 312.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Aprio Wealth Management LLC Buys 1,631 Shares of Microsoft Corporation $MSFT
Aprio Wealth Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
AMJ Financial Wealth Management Decreases Stake in Meta Platforms, Inc. $META
AMJ Financial Wealth Management lowered its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 24.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 13,847 shares of the social…
Axxcess Wealth Management LLC Buys 21,075 Shares of Corteva, Inc. $CTVA
Axxcess Wealth Management LLC grew its stake in shares of Corteva, Inc. (NYSE:CTVA - Free Report) by 68.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 51,840 shares of the company's stock…
Axxcess Wealth Management LLC Increases Stake in General Mills, Inc. $GIS
Axxcess Wealth Management LLC lifted its stake in shares of General Mills, Inc. (NYSE:GIS - Free Report) by 343.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
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