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.

u.today - Alex Dovbnya - XRP ETF Gains Investment From Kansas-Based Wealth Manager
XRP ETF Gains Investment From Kansas-Based Wealth Manager
U.Today

Kansas-based wealth manager Leisure Capital Management has revealed a position in Franklin Templeton's XRP ETF during the second quarter of the year. According to a newly filed regulatory form with the U.S. Securities and Exchange Commission…

marketbeat.com - Gibbs Wealth Management Buys 7,814 Shares of Novanta Inc. $NOVT
Gibbs Wealth Management Buys 7,814 Shares of Novanta Inc. $NOVT
MarketBeat

Gibbs Wealth Management boosted its stake in Novanta Inc. (NASDAQ:NOVT - Free Report) by 156.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,806 shares of the…

marketbeat.com - Amazon.com, Inc. $AMZN Shares Bought by Triton Wealth Management PLLC
Amazon.com, Inc. $AMZN Shares Bought by Triton Wealth Management PLLC
MarketBeat

Triton Wealth Management PLLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 24.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…

marketbeat.com - GC Wealth Management RIA LLC Purchases 1,306 Shares of Caterpillar Inc. $CAT
GC Wealth Management RIA LLC Purchases 1,306 Shares of Caterpillar Inc. $CAT
MarketBeat

GC Wealth Management RIA LLC boosted its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 41.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,480 shares…

marketbeat.com - Gibbs Wealth Management Buys 3,573 Shares of Sterling Infrastructure, Inc. $STRL
Gibbs Wealth Management Buys 3,573 Shares of Sterling Infrastructure, Inc. $STRL
MarketBeat

Gibbs Wealth Management raised its stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL - Free Report) by 95.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

marketbeat.com - American International Group, Inc. $AIG Shares Purchased by Gibbs Wealth Management
American International Group, Inc. $AIG Shares Purchased by Gibbs Wealth Management
MarketBeat

Gibbs Wealth Management grew its stake in shares of American International Group, Inc. (NYSE:AIG - Free Report) by 147.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…

marketbeat.com - Navigate Wealth Management LLC Makes New $785,000 Investment in NVIDIA Corporation $NVDA
Navigate Wealth Management LLC Makes New $785,000 Investment in NVIDIA Corporation $NVDA
MarketBeat

Navigate Wealth Management LLC bought a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 3,925 shares…

marketbeat.com - GC Wealth Management RIA LLC Cuts Position in Tempus AI, Inc. $TEM
GC Wealth Management RIA LLC Cuts Position in Tempus AI, Inc. $TEM
MarketBeat

GC Wealth Management RIA LLC reduced its stake in Tempus AI, Inc. (NASDAQ:TEM - Free Report) by 2.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor…

marketbeat.com - Gibbs Wealth Management Takes $9.43 Million Position in Analog Devices, Inc. $ADI
Gibbs Wealth Management Takes $9.43 Million Position in Analog Devices, Inc. $ADI
MarketBeat

Gibbs Wealth Management purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased…

marketbeat.com - Granite Bay Wealth Management LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
Granite Bay Wealth Management LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
MarketBeat

Granite Bay Wealth Management LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 10.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 50,120 shares…

marketbeat.com - Gibbs Wealth Management Has $7.14 Million Stock Position in Visa Inc. $V
Gibbs Wealth Management Has $7.14 Million Stock Position in Visa Inc. $V
MarketBeat

Gibbs Wealth Management increased its stake in shares of Visa Inc. (NYSE:V - Free Report) by 75.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,609 shares…

marketbeat.com - GC Wealth Management RIA LLC Sells 13,755 Shares of Atlassian Corporation PLC $TEAM
GC Wealth Management RIA LLC Sells 13,755 Shares of Atlassian Corporation PLC $TEAM
MarketBeat

GC Wealth Management RIA LLC decreased its holdings in shares of Atlassian Corporation PLC (NASDAQ:TEAM - Free Report) by 4.0% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 333,712…

marketbeat.com - 4,076,745 Shares in Porch Group, Inc. $PRCH Bought by GC Wealth Management RIA LLC
4,076,745 Shares in Porch Group, Inc. $PRCH Bought by GC Wealth Management RIA LLC
MarketBeat

GC Wealth Management RIA LLC acquired a new stake in shares of Porch Group, Inc. (NASDAQ:PRCH - Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…

marketbeat.com - GC Wealth Management RIA LLC Cuts Stake in Circle Internet Group, Inc. $CRCL
GC Wealth Management RIA LLC Cuts Stake in Circle Internet Group, Inc. $CRCL
MarketBeat

GC Wealth Management RIA LLC decreased its position in Circle Internet Group, Inc. (NYSE:CRCL - Free Report) by 73.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…

marketbeat.com - GC Wealth Management RIA LLC Acquires 95,172 Shares of Upstart Holdings, Inc. $UPST
GC Wealth Management RIA LLC Acquires 95,172 Shares of Upstart Holdings, Inc. $UPST
MarketBeat

GC Wealth Management RIA LLC boosted its stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST - Free Report) by 38.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 344,646 shares of the company's…

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