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.
Flotek Industries, Inc. $FTK Holdings Cut by Hollow Brook Wealth Management LLC
Hollow Brook Wealth Management LLC trimmed its stake in Flotek Industries, Inc. (NYSE:FTK - Free Report) by 55.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional…
Invesco QQQ $QQQ Stake Boosted by Vigilare Wealth Management
Vigilare Wealth Management boosted its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 206.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,886…
Steinberganna Wealth Management Sells 4,236 Shares of Alphabet Inc. $GOOGL
Steinberganna Wealth Management lowered its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 54.6% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,522 shares of the information…
Apple Inc. $AAPL Stock Sold by Grant Private Wealth Management Inc
Grant Private Wealth Management Inc cut its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 18.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,815…
NVIDIA Corporation $NVDA Stock: GK Wealth Management LLC Decreases Holdings
GK Wealth Management LLC decreased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 16.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 23,595…
Palantir Technologies Inc. $PLTR Stock Sold by Modera Wealth Management LLC
Modera Wealth Management LLC lessened its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 25.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,599 shares of…
Eli Lilly and Company $LLY Shares Purchased by Modera Wealth Management LLC
Modera Wealth Management LLC lifted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 6.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 48,573 shares of the company's stock after…
Johnson & Johnson $JNJ Stock Position Raised by Modera Wealth Management LLC
Modera Wealth Management LLC raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
Modera Wealth Management LLC Acquires 50,362 Shares of Waystar Holding Corp. $WAY
Modera Wealth Management LLC bought a new position in shares of Waystar Holding Corp. (NASDAQ:WAY - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
5,756 Shares of Marvell Technology, Inc. $MRVL Purchased by SilverOak Wealth Management LLC
SilverOak Wealth Management LLC bought a new stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Johnson Controls International plc $JCI Holdings Raised by Modera Wealth Management LLC
Modera Wealth Management LLC grew its stake in Johnson Controls International plc (NYSE:JCI - Free Report) by 222.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Walled Lake Planning & Wealth Management LLC Acquires 45,885 Shares of Sanofi $SNY
Walled Lake Planning & Wealth Management LLC acquired a new position in Sanofi (NASDAQ:SNY - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 45,885…
8,957 Apple Inc. $AAPL Shares Sold by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC cut its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Mobility Global, Inc. $MBGL Shares Newly Purchased by Lifetime Wealth Management P.C.
Lifetime Wealth Management P.C. acquired a new position in shares of Mobility Global, Inc. (NYSE:MBGL - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Lifetime Wealth Management P.C. Sells 9,200 Shares of Copa Holdings, S.A. $CPA
Lifetime Wealth Management P.C. cut its position in Copa Holdings, S.A. (NYSE:CPA - Free Report) by 33.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
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