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.
Corning Incorporated $GLW Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC boosted its holdings in shares of Corning Incorporated (NYSE:GLW - Free Report) by 3.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Apollon Wealth Management LLC Boosts Stake in GE Aerospace $GE
Apollon Wealth Management LLC grew its stake in GE Aerospace (NYSE:GE - Free Report) by 52.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,846…
Netflix, Inc. $NFLX Stake Boosted by Apollon Wealth Management LLC
Apollon Wealth Management LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 890.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Tesla, Inc. $TSLA Shares Purchased by Apollon Wealth Management LLC
Apollon Wealth Management LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 90,645…
Regeneron Pharmaceuticals, Inc. $REGN Stake Raised by Bar Harbor Wealth Management
Bar Harbor Wealth Management boosted its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN - Free Report) by 19.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.
Apollon Wealth Management LLC Sells 8,563 Shares of PepsiCo, Inc. $PEP
Apollon Wealth Management LLC cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 118,070 shares of…
Apollon Wealth Management LLC Purchases 2,176 Shares of Mastercard Incorporated $MA
Apollon Wealth Management LLC grew its position in Mastercard Incorporated (NYSE:MA - Free Report) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,223 shares…
Apollon Wealth Management LLC Has $13.28 Million Position in Caterpillar Inc. $CAT
Apollon Wealth Management LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,188 shares of the…
Apollon Wealth Management LLC Purchases 29,932 Shares of AbbVie Inc. $ABBV
Apollon Wealth Management LLC increased its stake in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 36.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 111,977 shares of the…
Apollon Wealth Management LLC Acquires 15,174 Shares of Rockwell Automation, Inc. $ROK
Apollon Wealth Management LLC increased its holdings in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 119.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Bar Harbor Wealth Management Sells 4,670 Shares of Union Pacific Corporation $UNP
Bar Harbor Wealth Management trimmed its position in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 10.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Apollon Wealth Management LLC Increases Stake in Advanced Micro Devices, Inc. $AMD
Apollon Wealth Management LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 3.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 84,712 shares of the semiconductor manufacturer's…
Apollon Wealth Management LLC Trims Position in T-Mobile US, Inc. $TMUS
Apollon Wealth Management LLC trimmed its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 29.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 43,599 shares of the Wireless communications…
Apollon Wealth Management LLC Sells 30,921 Shares of Waste Management, Inc. $WM
Apollon Wealth Management LLC lowered its stake in Waste Management, Inc. (NYSE:WM - Free Report) by 32.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 64,883 shares of…
Bar Harbor Wealth Management Has $14.72 Million Stock Position in Danaher Corporation $DHR
Bar Harbor Wealth Management lifted its stake in Danaher Corporation (NYSE:DHR - Free Report) by 144.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
Receive a Daily briefing on Wealth Management Industry News
Get Started