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.
XRP ETF Gains Investment From Kansas-Based Wealth Manager
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…
Gibbs Wealth Management Buys 7,814 Shares of Novanta Inc. $NOVT
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…
Amazon.com, Inc. $AMZN Shares Bought by Triton Wealth Management PLLC
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…
GC Wealth Management RIA LLC Purchases 1,306 Shares of Caterpillar Inc. $CAT
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…
Gibbs Wealth Management Buys 3,573 Shares of Sterling Infrastructure, Inc. $STRL
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.
American International Group, Inc. $AIG Shares Purchased by Gibbs Wealth Management
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…
Navigate Wealth Management LLC Makes New $785,000 Investment in NVIDIA Corporation $NVDA
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…
GC Wealth Management RIA LLC Cuts Position in Tempus AI, Inc. $TEM
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…
Gibbs Wealth Management Takes $9.43 Million Position in Analog Devices, Inc. $ADI
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…
Granite Bay Wealth Management LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
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…
Gibbs Wealth Management Has $7.14 Million Stock Position in Visa Inc. $V
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…
GC Wealth Management RIA LLC Sells 13,755 Shares of Atlassian Corporation PLC $TEAM
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…
4,076,745 Shares in Porch Group, Inc. $PRCH Bought by GC Wealth Management RIA LLC
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…
GC Wealth Management RIA LLC Cuts Stake in Circle Internet Group, Inc. $CRCL
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…
GC Wealth Management RIA LLC Acquires 95,172 Shares of Upstart Holdings, Inc. $UPST
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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