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.
NVIDIA Corporation $NVDA Shares Sold by Baron Wealth Management LLC
Baron Wealth Management LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 12.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Microsoft Corporation $MSFT Shares Acquired by 1900 Wealth Management LLC
1900 Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 26.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,965 shares of…
Alphabet Inc. $GOOGL Shares Sold by CMH Wealth Management LLC
CMH Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 109,035 shares of the information services…
Accurate Wealth Management LLC Increases Position in Amazon.com, Inc. $AMZN
Accurate Wealth Management LLC boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Amazon.com, Inc. $AMZN Holdings Lifted by Chemistry Wealth Management LLC
Chemistry Wealth Management LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 5.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,329 shares…
Avaii Wealth Management LLC Trims Holdings in Amazon.com, Inc. $AMZN
Avaii Wealth Management LLC lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 73.9% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 9,216 shares of the e-commerce giant's stock…
Spire Wealth Management Lowers Stake in QUALCOMM Incorporated $QCOM
Spire Wealth Management lessened its position in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 51.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Calamos Wealth Management LLC Purchases 75,253 Shares of NVIDIA Corporation $NVDA
Calamos Wealth Management LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 894,125 shares of the computer…
Meta Platforms, Inc. $META Shares Bought by WT Wealth Management
WT Wealth Management grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 16.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Spire Wealth Management Lowers Position in Cencora, Inc. $COR
Spire Wealth Management decreased its position in shares of Cencora, Inc. (NYSE:COR - Free Report) by 70.3% during the third quarter, according to its most recent filing with the SEC. The firm owned 1,789 shares of the company's stock after selling…
NVIDIA Corporation $NVDA is Smith Salley Wealth Management's Largest Position
Smith Salley Wealth Management raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Steinberganna Wealth Management Purchases Shares of 2,519 Tesla, Inc. $TSLA
Steinberganna Wealth Management acquired a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 2,519 shares of…
HB Wealth Management LLC Grows Holdings in Johnson & Johnson $JNJ
HB Wealth Management LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 9.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Spire Wealth Management Has $733,000 Holdings in Fiserv, Inc. $FISV
Spire Wealth Management decreased its holdings in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) by 75.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional…
Spire Wealth Management Invests $916,000 in Lumentum Holdings Inc. $LITE
Spire Wealth Management purchased a new stake in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,632…
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