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.
SilverOak Wealth Management LLC Sells 1,869 Shares of Apple Inc. $AAPL
SilverOak Wealth Management LLC trimmed its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Apple Inc. $AAPL Position Decreased by KDK Private Wealth Management LLC
KDK Private Wealth Management LLC decreased its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 20.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Daner Wealth Management LLC Invests $221,000 in Advanced Micro Devices, Inc. $AMD
Daner Wealth Management LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,085…
Axxcess Wealth Management LLC Lowers Holdings in Apple Inc. $AAPL
Axxcess Wealth Management LLC lowered its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 95.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 552,896 shares of the…
McAlvany Wealth Management LLC Acquires 10,067 Shares of ExxonMobil Corporation $XOM
McAlvany Wealth Management LLC grew its holdings in ExxonMobil Corporation (NYSE:XOM - Free Report) by 107.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Microsoft Corporation $MSFT Shares Sold by Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The…
Microsoft Corporation $MSFT Stock Position Trimmed by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lessened its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 235,388…
Alphabet Inc. $GOOG Stake Trimmed by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC reduced its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 3.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Valley Wealth Managers Inc. Has $35.60 Million Holdings in Broadcom Inc. $AVGO
Valley Wealth Managers Inc. lowered its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 15.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Angeles Wealth Management LLC Boosts Stock Holdings in Meta Platforms, Inc. $META
Angeles Wealth Management LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 11.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,468 shares of…
Legacy Wealth Managment LLC ID Has $77,000 Holdings in Oracle Corporation $ORCL
Legacy Wealth Managment LLC ID lessened its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 97.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Bartlett & CO. Wealth Management LLC Acquires 62,050 Shares of Broadcom Inc. $AVGO
Bartlett & CO. Wealth Management LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 129.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 110,048 shares…
Modera Wealth Management LLC Sells 3,386 Shares of JPMorgan Chase & Co. $JPM
Modera Wealth Management LLC lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Geneos Wealth Management Inc. Has $290,000 Stock Position in Aflac Incorporated $AFL
Geneos Wealth Management Inc. lessened its stake in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 76.0% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,642 shares of the…
U.S. Futures Fall, European Stocks Mostly Down
U.S. futures for the S&P 500 were down 0.3% and futures for the Dow Jones Industrial Average fell 0.2%. Changes in futures do not necessarily predict movements after the opening bell. In Europe, the Stoxx Europe 600 declined 0.3% in morning…
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