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.
Adams Wealth Management Trims iShares AAA CLO Active ETF Holding, According to Recent SEC Filing
According to a February 17, 2026, SEC filing, Adams Wealth Management sold 51,678 shares of BlackRock ETF Trust II - iShares AAA CLO Active ETF (CLOA +0.02%) during the fourth quarter of 2025. The estimated value of the transaction was $2.68…
Graybill Wealth Management LTD. Sells 1,669 Shares of Alphabet Inc. $GOOGL
Graybill Wealth Management LTD. lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 2.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 66,371 shares of the…
Brookfield Corporation $BN is Chemistry Wealth Management LLC's 6th Largest Position
Chemistry Wealth Management LLC raised its holdings in Brookfield Corporation (NYSE:BN - Free Report) by 51.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 437,620 shares of…
2,659 Shares in Apple Inc. $AAPL Acquired by Magnolia Wealth Management LLC
Magnolia Wealth Management LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought…
Stillwater Wealth Management Group Takes Position in Visa Inc. $V
Stillwater Wealth Management Group purchased a new position in Visa Inc. (NYSE:V - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Avior Wealth Management LLC Raises Stock Holdings in Citigroup Inc. $C
Avior Wealth Management LLC increased its holdings in shares of Citigroup Inc. (NYSE:C - Free Report) by 295.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
Stillwater Wealth Management Group Purchases Shares of 3,693 Alphabet Inc. $GOOGL
Stillwater Wealth Management Group acquired a new position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Avior Wealth Management LLC Increases Stock Position in Netflix, Inc. $NFLX
Avior Wealth Management LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 957.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,818 shares of the…
Avior Wealth Management LLC Buys 48,819 Shares of The Boeing Company $BA
Avior Wealth Management LLC increased its stake in The Boeing Company (NYSE:BA - Free Report) by 317.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 64,219…
Stillwater Wealth Management Group Invests $4.02 Million in Oracle Corporation $ORCL
Stillwater Wealth Management Group acquired a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
16,232 Shares in Alphabet Inc. $GOOG Acquired by Stillwater Wealth Management Group
Stillwater Wealth Management Group bought a new stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 16,232 shares of…
18,101 Shares in Amazon.com, Inc. $AMZN Purchased by Stillwater Wealth Management Group
Stillwater Wealth Management Group acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Avior Wealth Management LLC Acquires 12,628 Shares of ONEOK, Inc. $OKE
Avior Wealth Management LLC boosted its holdings in ONEOK, Inc. (NYSE:OKE - Free Report) by 33.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 50,923 shares of the…
The Walt Disney Company $DIS Shares Bought by Avior Wealth Management LLC
Avior Wealth Management LLC grew its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 13.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,652 shares of the entertainment giant's stock…
Aspen Wealth Management LLC Sells 9,642 Shares of Exxon Mobil Corporation $XOM
Aspen Wealth Management LLC reduced its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 21.0% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 36,290 shares of the oil and gas company's stock…
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