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.
MOKAN Wealth Management Inc. Purchases 3,743 Shares of McDonald's Corporation $MCD
MOKAN Wealth Management Inc. increased its position in McDonald's Corporation (NYSE:MCD - Free Report) by 30.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
Western Wealth Management LLC Buys 38,238 Shares of Amazon.com, Inc. $AMZN
Western Wealth Management LLC grew its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 25.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
GK Wealth Management LLC Buys 20,415 Shares of NVIDIA Corporation $NVDA
GK Wealth Management LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 258.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Bartlett & CO. Wealth Management LLC Reduces Position in ExxonMobil Corporation $XOM
Bartlett & CO. Wealth Management LLC lessened its stake in ExxonMobil Corporation (NYSE:XOM - Free Report) by 98.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,600 shares of the oil…
Avior Wealth Management LLC Sells 10,980 Shares of NVIDIA Corporation $NVDA
Avior Wealth Management LLC reduced its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned…
MOKAN Wealth Management Inc. Makes New $886,000 Investment in Intel Corporation $INTC
MOKAN Wealth Management Inc. purchased a new stake in Intel Corporation (NASDAQ:INTC - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Bloom Energy Corporation $BE is Udine Wealth Management Inc.'s 10th Largest Position
Udine Wealth Management Inc. lowered its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 42.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
MOKAN Wealth Management Inc. Buys 1,201 Shares of Costco Wholesale Corporation $COST
MOKAN Wealth Management Inc. boosted its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 32.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
Curry Webb Wealth Management LLC Takes $442,000 Position in Amazon.com, Inc. $AMZN
Curry Webb Wealth Management LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,124…
Ascentis Wealth Management LLC Increases Stake in McDonald's Corporation $MCD
Ascentis Wealth Management LLC boosted its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 4,008.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Diversify Wealth Management LLC Decreases Holdings in Autodesk, Inc. $ADSK
Diversify Wealth Management LLC decreased its stake in Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 80.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Ascentis Wealth Management LLC Boosts Holdings in AppLovin Corporation $APP
Ascentis Wealth Management LLC raised its position in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 36,395.0% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Axxcess Wealth Management LLC Invests $3.48 Million in Uber Technologies, Inc. $UBER
Axxcess Wealth Management LLC acquired a new stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
Bar Harbor Wealth Management Sells 24,142 Shares of The TJX Companies, Inc. $TJX
Bar Harbor Wealth Management trimmed its position in shares of The TJX Companies, Inc. (NYSE:TJX - Free Report) by 24.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
Axxcess Wealth Management LLC Invests $2.51 Million in Mondelez International, Inc. $MDLZ
Axxcess Wealth Management LLC purchased a new position in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
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