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.
More women are entering wealth management, but few are in advisory roles, study finds
More young women are joining the ranks of wealth management, but not in the roles that are more likely to be better-paid and lead to executive roles, according to a recent study by Fintrx. While women make up more than a third of registered…
NVIDIA Corporation $NVDA Shares Acquired by DecisionMap Wealth Management LLC
DecisionMap Wealth Management LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 13.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Elmwood Wealth Management Inc. Grows Stock Holdings in Alphabet Inc. $GOOG
Elmwood Wealth Management Inc. raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 52.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,287…
AAFMAA Wealth Management & Trust LLC Acquires 2,398 Shares of Apple Inc. $AAPL
AAFMAA Wealth Management & Trust LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,438 shares…
AAFMAA Wealth Management & Trust LLC Purchases 5,908 Shares of Microsoft Corporation $MSFT
AAFMAA Wealth Management & Trust LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 63.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Abound Wealth Management Has $1.97 Million Stock Holdings in Palantir Technologies Inc. $PLTR
Abound Wealth Management grew its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 833.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
JGP Wealth Management LLC Takes Position in Donaldson Company, Inc. $DCI
JGP Wealth Management LLC acquired a new stake in Donaldson Company, Inc. (NYSE:DCI - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 18,554 shares of the industrial products…
QP Wealth Management LLC Purchases Shares of 9,468 Microsoft Corporation $MSFT
QP Wealth Management LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 9,468 shares…
QP Wealth Management LLC Invests $6.59 Million in Apple Inc. $AAPL
QP Wealth Management LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 24,237…
GoalFusion Wealth Management LLC Purchases 3,788 Shares of NVIDIA Corporation $NVDA
GoalFusion Wealth Management LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 62.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
JGP Wealth Management LLC Has $2.29 Million Stock Holdings in Pool Corporation $POOL
JGP Wealth Management LLC trimmed its stake in Pool Corporation (NASDAQ:POOL - Free Report) by 60.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,016 shares of the specialty…
MFG Wealth Management Inc. Has $3.39 Million Stake in NVIDIA Corporation $NVDA
MFG Wealth Management Inc. lowered its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
JGP Wealth Management LLC Invests $2.90 Million in Texas Pacific Land Corporation $TPL
JGP Wealth Management LLC bought a new stake in Texas Pacific Land Corporation (NYSE:TPL - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
JGP Wealth Management LLC Sells 11,828 Shares of FactSet Research Systems Inc. $FDS
JGP Wealth Management LLC lessened its stake in FactSet Research Systems Inc. (NYSE:FDS - Free Report) by 79.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
QP Wealth Management LLC Makes New $7.28 Million Investment in NVIDIA Corporation $NVDA
QP Wealth Management LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 39,023 shares of…
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