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.
New XRP Stake Revealed by Colorado-Based Wealth Manager
A Colorado-based wealth manager has disclosed a new investment in the Canary XRP ETF. It is yet another institutional firm that has gained exposure to XRP through recently launched exchange-traded funds. According to a Form 13F-HR filed with the…
ConocoPhillips $COP Shares Bought by McAlvany Wealth Management LLC
McAlvany Wealth Management LLC raised its stake in shares of ConocoPhillips (NYSE:COP - Free Report) by 60.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
McAlvany Wealth Management LLC Grows Stake in Chevron Corporation $CVX
McAlvany Wealth Management LLC increased its position in shares of Chevron Corporation (NYSE:CVX - Free Report) by 58.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 17,990 shares of the…
McAlvany Wealth Management LLC Purchases New Position in Oracle Corporation $ORCL
McAlvany Wealth Management LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 79,264…
Quadrant Private Wealth Management LLC Raises Holdings in CoreWeave Inc. $CRWV
Quadrant Private Wealth Management LLC grew its holdings in CoreWeave Inc. (NASDAQ:CRWV - Free Report) by 103.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
McAlvany Wealth Management LLC Acquires 54,378 Shares of Range Resources Corporation $RRC
McAlvany Wealth Management LLC grew its holdings in shares of Range Resources Corporation (NYSE:RRC - Free Report) by 65.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
McAlvany Wealth Management LLC Takes Position in Canadian Natural Resources Limited $CNQ
McAlvany Wealth Management LLC bought a new position in shares of Canadian Natural Resources Limited (NYSE:CNQ - Free Report) TSE: CNQ during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission…
Valero Energy Corporation $VLO Shares Sold by Quadrant Private Wealth Management LLC
Quadrant Private Wealth Management LLC decreased its position in Valero Energy Corporation (NYSE:VLO - Free Report) by 82.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
Quadrant Private Wealth Management LLC Acquires 3,063 Shares of Tesla, Inc. $TSLA
Quadrant Private Wealth Management LLC boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 46.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,684 shares…
McAlvany Wealth Management LLC Invests $1.26 Million in Viper Energy Inc. $VNOM
McAlvany Wealth Management LLC bought a new stake in shares of Viper Energy Inc. (NASDAQ:VNOM - Free Report) during the 1st quarter, according to its most recent filing with the SEC. The fund bought 27,064 shares of the oil and gas producer's…
McAlvany Wealth Management LLC Acquires 96,406 Shares of Crescent Energy Company $CRGY
McAlvany Wealth Management LLC boosted its holdings in shares of Crescent Energy Company (NYSE:CRGY - Free Report) by 71.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Quadrant Private Wealth Management LLC Grows Holdings in The Charles Schwab Corporation $SCHW
Quadrant Private Wealth Management LLC raised its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 680.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Riley Exploration Permian, Inc. $REPX Shares Bought by McAlvany Wealth Management LLC
McAlvany Wealth Management LLC grew its stake in shares of Riley Exploration Permian, Inc. (NYSE:REPX - Free Report) by 136.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 84,393…
Quadrant Private Wealth Management LLC Acquires New Holdings in Figma, Inc. $FIG
Quadrant Private Wealth Management LLC bought a new position in Figma, Inc. (NYSE:FIG - Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The fund bought 67,064 shares of the company's stock…
Quadrant Private Wealth Management LLC Has $4.12 Million Holdings in Chevron Corporation $CVX
Quadrant Private Wealth Management LLC cut its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 21.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
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