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.
Bullock Wealth Management Group Grows Stake in BlackRock $BLK
Bullock Wealth Management Group lifted its holdings in BlackRock (NYSE:BLK - Free Report) by 184.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,913 shares of the asset manager's…
Avaii Wealth Management LLC Increases Position in IREN Limited $IREN
Avaii Wealth Management LLC increased its holdings in shares of IREN Limited (NASDAQ:IREN - Free Report) by 24.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 211,009 shares…
Newmont Corporation $NEM Shares Newly Acquired by Decker Wealth Management LLC
Decker Wealth Management LLC purchased a new stake in Newmont Corporation (NYSE:NEM - Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 8,614…
7,696 SpaceX $SPCX Shares Bought by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC boosted its position in shares of SpaceX (NASDAQ:SPCX - Free Report) by 52.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,357 shares of…
Applied Materials, Inc. $AMAT Shares Purchased by Avaii Wealth Management LLC
Avaii Wealth Management LLC increased its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 2,500.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange…
Amgen Inc. $AMGN Stock Sold by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC trimmed its holdings in Amgen Inc. (NASDAQ:AMGN - Free Report) by 34.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 6,194 shares of the medical research company's stock…
Devon Energy Corporation $DVN Shares Newly Acquired by Decker Wealth Management LLC
Decker Wealth Management LLC acquired a new stake in Devon Energy Corporation (NYSE:DVN - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 146,777…
Cenovus Energy Inc $CVE Stock Sold by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC lowered its stake in shares of Cenovus Energy Inc (NYSE:CVE - Free Report) TSE: CVE by 67.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange…
Marvell Technology, Inc. $MRVL Shares Newly Acquired by Avaii Wealth Management LLC
Avaii Wealth Management LLC bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 11,152 shares of…
Castle Rock Wealth Management LLC Buys New Holdings in Amcor PLC $AMCR
Castle Rock Wealth Management LLC bought a new position in shares of Amcor PLC (NYSE:AMCR - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 33,964…
Axon Enterprise, Inc $AXON Shares Bought by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC increased its position in shares of Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 949.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Accenture PLC $ACN Shares Newly Acquired by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC bought a new stake in shares of Accenture PLC (NYSE:ACN - Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 7,962 shares of the…
Castle Rock Wealth Management LLC Makes New Investment in Eversource Energy $ES
Castle Rock Wealth Management LLC bought a new position in Eversource Energy (NYSE:ES - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 30,858…
Bullock Wealth Management Group Sells 6,789 Shares of American Express Company $AXP
Bullock Wealth Management Group lowered its position in American Express Company (NYSE:AXP) by 90.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Castle Rock Wealth Management LLC Acquires New Holdings in Danaher Corporation $DHR
Castle Rock Wealth Management LLC acquired a new stake in shares of Danaher Corporation (NYSE:DHR - Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
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