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.
CrowdStrike $CRWD Shares Purchased by AE Wealth Management LLC
AE Wealth Management LLC grew its position in CrowdStrike (NASDAQ:CRWD - Free Report) by 36.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,412 shares of the company's…
Centric Wealth Management Sells 90,514 Shares of Pfizer Inc. $PFE
Centric Wealth Management decreased its position in shares of Pfizer Inc. (NYSE:PFE - Free Report) by 74.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Gibbs Wealth Management Sells 6,625 Shares of Alphabet Inc. $GOOG
Gibbs Wealth Management decreased its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 33.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 13,404 shares of the information services provider's…
AE Wealth Management LLC Acquires 3,159 Shares of Caterpillar Inc. $CAT
AE Wealth Management LLC boosted its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 15.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,035 shares of the…
Sysco Corporation $SYY Shares Bought by AE Wealth Management LLC
AE Wealth Management LLC grew its holdings in shares of Sysco Corporation (NYSE:SYY - Free Report) by 320.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 79,589 shares of the company's stock…
Centric Wealth Management Trims Stock Position in Merck & Co., Inc. $MRK
Centric Wealth Management decreased its holdings in Merck & Co., Inc. (NYSE:MRK - Free Report) by 85.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Eli Lilly and Company $LLY Shares Purchased by Cornerstone Wealth Management LLC
Cornerstone Wealth Management LLC increased its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 23.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 5,348 shares of the company's stock after…
AE Wealth Management LLC Grows Stock Holdings in Centrus Energy Corp. $LEU
AE Wealth Management LLC grew its position in shares of Centrus Energy Corp. (NYSE:LEU - Free Report) by 23.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Analog Devices, Inc. $ADI Shares Acquired by AE Wealth Management LLC
AE Wealth Management LLC raised its position in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 26.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,932 shares of…
Valley Wealth Managers Inc. Has $177,000 Holdings in Target Corporation $TGT
Valley Wealth Managers Inc. decreased its position in shares of Target Corporation (NYSE:TGT - Free Report) by 97.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
AE Wealth Management LLC Acquires 19,379 Shares of Marvell Technology, Inc. $MRVL
AE Wealth Management LLC grew its holdings in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 27.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
AE Wealth Management LLC Buys New Shares in State Street Corporation $STT
AE Wealth Management LLC purchased a new position in shares of State Street Corporation (NYSE:STT - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Vivid Wealth Management LLC Has $3.06 Million Stake in NVIDIA Corporation $NVDA
Vivid Wealth Management LLC lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 21.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
AE Wealth Management LLC Purchases 11,777 Shares of Lam Research Corporation $LRCX
AE Wealth Management LLC lifted its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 26.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 55,967…
AE Wealth Management LLC Buys 8,141 Shares of T-Mobile US, Inc. $TMUS
AE Wealth Management LLC raised its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 30.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,157 shares…
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