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.
Urban Wealth Management LLC Takes Position in Salesforce Inc. $CRM
Urban Wealth Management LLC purchased a new stake in Salesforce Inc. (NYSE:CRM - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 6,918 shares of…
Vivid Wealth Management LLC Decreases Stake in Caterpillar Inc. $CAT
Vivid Wealth Management LLC reduced its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 21.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Aprio Wealth Management LLC Purchases 2,995 Shares of Applied Materials, Inc. $AMAT
Aprio Wealth Management LLC increased its stake in Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 137.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,173 shares of the manufacturing…
Netflix, Inc. $NFLX Shares Purchased by Vivid Wealth Management LLC
Vivid Wealth Management LLC lifted its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,231.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 27,336 shares of the Internet…
Johnson & Johnson $JNJ Shares Sold by Absher Wealth Management LLC
Absher Wealth Management LLC trimmed its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 14.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 160,607 shares of the…
Greenup Street Wealth Management LLC Raises Holdings in NVIDIA Corporation $NVDA
Greenup Street Wealth Management LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Vivid Wealth Management LLC Raises Stock Holdings in Deere & Company $DE
Vivid Wealth Management LLC increased its position in Deere & Company (NYSE:DE - Free Report) by 422.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Aprio Wealth Management LLC Has $1.44 Million Position in Waste Management, Inc. $WM
Aprio Wealth Management LLC increased its position in shares of Waste Management, Inc. (NYSE:WM - Free Report) by 357.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Vivid Wealth Management LLC Boosts Stock Position in Strategy Inc $MSTR
Vivid Wealth Management LLC lifted its position in Strategy Inc (NASDAQ:MSTR - Free Report) by 82.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 13,984 shares of the…
Vivid Wealth Management LLC Cuts Stock Position in Lam Research Corporation $LRCX
Vivid Wealth Management LLC lowered its stake in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 21.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,532 shares of…
TCV Trust & Wealth Management Inc. Boosts Stock Position in NVIDIA Corporation $NVDA
TCV Trust & Wealth Management Inc. raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
TriaGen Wealth Management LLC Has $1.12 Million Position in Broadcom Inc. $AVGO
TriaGen Wealth Management LLC reduced its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 65.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,223…
Urban Wealth Management LLC Buys New Stake in CVS Health Corporation $CVS
Urban Wealth Management LLC bought a new stake in CVS Health Corporation (NYSE:CVS - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 35,451 shares of the pharmacy operator's stock, valued at…
Geneos Wealth Management Inc. Acquires New Position in Applied Optoelectronics, Inc. $AAOI
Geneos Wealth Management Inc. bought a new position in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.
TCV Trust & Wealth Management Inc. Purchases 1,974 Shares of Amazon.com, Inc. $AMZN
TCV Trust & Wealth Management Inc. grew its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 91,267 shares of the e-commerce giant's stock after…
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