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.
MorganRosel Wealth Management LLC Invests $1.20 Million in Gates Industrial Corporation PLC $GTES
MorganRosel Wealth Management LLC purchased a new stake in shares of Gates Industrial Corporation PLC (NYSE:GTES - Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The…
Oklo Inc. $OKLO Shares Sold by Westwood Wealth Management
Westwood Wealth Management decreased its position in shares of Oklo Inc. (NYSE:OKLO - Free Report) by 28.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 75,255…
MorganRosel Wealth Management LLC Invests $1.67 Million in Laureate Education $LAUR
MorganRosel Wealth Management LLC bought a new position in Laureate Education (NASDAQ:LAUR - Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 52,909 shares of…
MorganRosel Wealth Management LLC Grows Position in Invesco QQQ $QQQ
MorganRosel Wealth Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 12.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
NVIDIA Corporation $NVDA Shares Acquired by Accurate Wealth Management LLC
Accurate Wealth Management LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Westwood Wealth Management Sells 14,275 Shares of Uber Technologies, Inc. $UBER
Westwood Wealth Management lessened its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 34.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Westwood Wealth Management Reduces Holdings in Super Micro Computer, Inc. $SMCI
Westwood Wealth Management cut its stake in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 62.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
MorganRosel Wealth Management LLC Invests $1.13 Million in SLM Corporation $SLM
MorganRosel Wealth Management LLC acquired a new stake in shares of SLM Corporation (NASDAQ:SLM - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Westwood Wealth Management Sells 11,290 Shares of Palo Alto Networks, Inc. $PANW
Westwood Wealth Management reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 42.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Avaii Wealth Management LLC Reduces Stock Holdings in NVIDIA Corporation $NVDA
Avaii Wealth Management LLC trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 19.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,827 shares…
MorganRosel Wealth Management LLC Has $1.19 Million Holdings in Rocket Lab Corporation $RKLB
MorganRosel Wealth Management LLC lessened its holdings in Rocket Lab Corporation (NASDAQ:RKLB - Free Report) by 25.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 24,756…
Westwood Wealth Management Has $7.66 Million Stock Position in Palantir Technologies Inc. $PLTR
Westwood Wealth Management decreased its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 32.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 42,015 shares of…
MorganRosel Wealth Management LLC Makes New $1.42 Million Investment in Jabil, Inc. $JBL
MorganRosel Wealth Management LLC bought a new position in Jabil, Inc. (NYSE:JBL - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm bought 6,537 shares of the technology company's stock, valued at…
Oracle Corporation $ORCL Shares Sold by Atlantic Edge Private Wealth Management LLC
Atlantic Edge Private Wealth Management LLC trimmed its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 18.3% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 13,100 shares of the enterprise…
How Will Equity Market Fare In 2026?
Global risks include a potential delay in the US-India trade agreement, the possibility of a sharp correction in US equity markets, and renewed geopolitical tensions. The equity market is likely to fare better in 2026 after a subdued 2025…
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