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.
Amazon.com, Inc. $AMZN Position Lowered by Xcel Wealth Management LLC
Xcel Wealth Management LLC trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 1.7% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 134,063 shares of the e-commerce giant's…
Alphabet Inc. $GOOGL Shares Acquired by Xcel Wealth Management LLC
Xcel Wealth Management LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 4.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund…
24,064 Shares in Chevron Corporation $CVX Purchased by Vertrix Wealth Management LLC
Vertrix Wealth Management LLC bought a new stake in Chevron Corporation (NYSE:CVX - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor…
Waterway Wealth Management LLC Acquires 11,225 Shares of NVIDIA Corporation $NVDA
Waterway Wealth Management LLC raised its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 21.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 63,024 shares…
Triangle Securities Wealth Management Sells 30,621 Shares of Apple Inc. $AAPL
Triangle Securities Wealth Management cut its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 50.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned…
Maltin Wealth Management Inc. Takes $880,000 Position in NVIDIA Corporation $NVDA
Maltin Wealth Management Inc. bought a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought…
Waterway Wealth Management LLC Has $6.29 Million Stake in Amazon.com, Inc. $AMZN
Waterway Wealth Management LLC raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 28.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,194 shares of…
Penobscot Wealth Management Purchases 11,526 Shares of Apple Inc. $AAPL
Penobscot Wealth Management boosted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 100.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Apollon Wealth Management LLC Boosts Position in Broadcom Inc. $AVGO
Apollon Wealth Management LLC boosted its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 6.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 287,546 shares of…
Meta Platforms, Inc. $META Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 18.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Jamison Private Wealth Management Inc. Has $4.58 Million Stake in The Boeing Company $BA
Jamison Private Wealth Management Inc. grew its stake in shares of The Boeing Company (NYSE:BA - Free Report) by 217.0% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 23,029 shares of the…
Apollon Wealth Management LLC Has $64.44 Million Holdings in JPMorgan Chase & Co. $JPM
Apollon Wealth Management LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 9.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
European Stocks Climb, U.S. Markets Closed
In the U.S. markets were closed. In Europe, the Stoxx Europe 600 gained 0.5% in morning trading. Aalberts added 4.3% and A.P. Moeller-Maersk B rose 3.5%. On the other hand, EQT slipped 1.9%, and Redcare Pharmacy lost 1.7%. The FTSE 100 added 0.3%.
Wealth Company appoints Kulkarni as Managing Director
The Wealth Company, a part of the Pantomath Group, has appointed Unmesh Kulkarni as Managing Director. He brings 29 years of experience across India's financial services industry and will spearhead the Group's product strategy and innovation…
Canadian National Railway Sets New June Grain Transportation Record
Canadian National Railway set a new monthly record for grain shipments in June, surpassing its previous high set six years ago. The Canadian railroad said Friday that it moved 2.67 million metric tons of grain from Western Canada and surpassing its…
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