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.
3,811 Shares in Microsoft Corporation $MSFT Acquired by Madrid Wealth Management LLC
Madrid Wealth Management LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
Arista Wealth Management LLC Has $267,000 Holdings in Datadog, Inc. $DDOG
Arista Wealth Management LLC cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 74.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,964 shares of…
Target Corporation $TGT Stake Lowered by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC trimmed its stake in shares of Target Corporation (NYSE:TGT - Free Report) by 16.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 96,229…
Arista Wealth Management LLC Invests $330,000 in Seagate Technology Holdings PLC $STX
Arista Wealth Management LLC acquired a new position in shares of Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund…
SK Wealth Management LLC Cuts Stake in Apple Inc. $AAPL
SK Wealth Management LLC cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 13.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,232 shares of the…
Visa Inc. $V Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its stake in Visa Inc. (NYSE:V - Free Report) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 545,086 shares of…
Kingsview Wealth Management LLC Acquires New Position in Ingredion Incorporated $INGR
Kingsview Wealth Management LLC acquired a new stake in shares of Ingredion Incorporated (NYSE:INGR - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
Kingsview Wealth Management LLC Decreases Stake in Toll Brothers Inc. $TOL
Kingsview Wealth Management LLC cut its stake in Toll Brothers Inc. (NYSE:TOL - Free Report) by 11.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 68,848…
Kingsview Wealth Management LLC Buys New Shares in Oshkosh Corporation $OSK
Kingsview Wealth Management LLC bought a new position in Oshkosh Corporation (NYSE:OSK - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 59,157 shares of the…
180,641 Shares in Lamb Weston $LW Acquired by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC purchased a new stake in Lamb Weston (NYSE:LW - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 180,641…
Alphabet Inc. $GOOGL Stock Holdings Trimmed by Dogwood Wealth Management LLC
Dogwood Wealth Management LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 32.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Kingsview Wealth Management LLC Sells 14,687 Shares of Cigna Group $CI
Kingsview Wealth Management LLC trimmed its position in Cigna Group (NYSE:CI - Free Report) by 30.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 34,307 shares of the health…
American Tower Corporation $AMT Shares Purchased by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC lifted its position in American Tower Corporation (NYSE:AMT - Free Report) by 15.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
General Dynamics Corporation $GD Shares Bought by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC lifted its stake in shares of General Dynamics Corporation (NYSE:GD - Free Report) by 101.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
52,815 Shares in Apple Inc. $AAPL Acquired by Urban Wealth Management LLC
Urban Wealth Management LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 52,815 shares of the iPhone maker's stock, valued at…
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