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.
4,567 Shares in Texas Instruments Incorporated $TXN Acquired by Foguth Wealth Management LLC.
Foguth Wealth Management LLC. acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 4,567 shares of…
Angeles Wealth Management LLC Cuts Stock Holdings in Microsoft Corporation $MSFT
Angeles Wealth Management LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,065…
Angeles Wealth Management LLC Increases Stock Holdings in Apple Inc. $AAPL
Angeles Wealth Management LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 182,360 shares…
Prestige Wealth Management Group LLC Sells 3,911 Shares of Alphabet Inc. $GOOGL
Prestige Wealth Management Group LLC lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 15.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Comcast Corporation $CMCSA Shares Purchased by Western Wealth Management LLC
Western Wealth Management LLC raised its stake in Comcast Corporation (NASDAQ:CMCSA - Free Report) by 421.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 71,828 shares of the…
Western Wealth Management LLC Increases Holdings in Aflac Incorporated $AFL
Western Wealth Management LLC boosted its stake in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 409.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,881 shares of the financial…
Western Wealth Management LLC Purchases 12,917 Shares of Starbucks Corporation $SBUX
Western Wealth Management LLC grew its position in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 120.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 23,675 shares of the coffee company's stock…
Cassaday & Co Wealth Management LLC Decreases Stake in NVIDIA Corporation $NVDA
Cassaday & Co Wealth Management LLC lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.
Western Wealth Management LLC Boosts Holdings in Texas Instruments Incorporated $TXN
Western Wealth Management LLC grew its position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 158.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Western Wealth Management LLC Grows Stock Position in Medtronic PLC $MDT
Western Wealth Management LLC increased its stake in Medtronic PLC (NYSE:MDT - Free Report) by 271.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,382 shares of the medical technology…
Western Wealth Management LLC Raises Stock Position in Enbridge Inc $ENB
Western Wealth Management LLC boosted its stake in shares of Enbridge Inc (NYSE:ENB - Free Report) TSE: ENB by 346.8% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 36,190 shares of the pipeline company's…
Western Wealth Management LLC Buys 6,565 Shares of Intercontinental Exchange Inc. $ICE
Western Wealth Management LLC grew its stake in shares of Intercontinental Exchange Inc. (NYSE:ICE - Free Report) by 275.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,952 shares…
Western Wealth Management LLC Acquires 2,070 Shares of Micron Technology, Inc. $MU
Western Wealth Management LLC grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 66.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Western Wealth Management LLC Purchases 7,139 Shares of Lam Research Corporation $LRCX
Western Wealth Management LLC raised its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 241.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,091…
Western Wealth Management LLC Has $1.46 Million Position in Cummins Inc. $CMI
Western Wealth Management LLC grew its holdings in Cummins Inc. (NYSE:CMI - Free Report) by 310.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,704…
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