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.
Wealth management for Americans in Spain
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BlackRock $BLK Holdings Trimmed by Jackson Wealth Management LLC
Jackson Wealth Management LLC trimmed its holdings in BlackRock (NYSE:BLK - Free Report) by 91.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 312 shares of the asset…
Jackson Wealth Management LLC Reduces Stake in Mastercard Incorporated $MA
Jackson Wealth Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 90.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
Invesco QQQ $QQQ Position Lowered by Jackson Wealth Management LLC
Jackson Wealth Management LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 93.5% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,412 shares of the exchange traded…
Visa Inc. $V Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lifted its stake in shares of Visa Inc. (NYSE:V - Free Report) by 5.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Jackson Wealth Management LLC Trims Holdings in Eaton Corporation, PLC $ETN
Jackson Wealth Management LLC lowered its stake in shares of Eaton Corporation, PLC (NYSE:ETN - Free Report) by 92.9% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 1,911 shares of the industrial…
Northwestern Mutual Wealth Management Co. Increases Holdings in Mastercard Incorporated $MA
Northwestern Mutual Wealth Management Co. increased its position in Mastercard Incorporated (NYSE:MA - Free Report) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
CMH Wealth Management LLC Reduces Holdings in W.P. Carey Inc. $WPC
CMH Wealth Management LLC trimmed its holdings in shares of W.P. Carey Inc. (NYSE:WPC - Free Report) by 43.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,655 shares…
Parker-Hannifin Corporation $PH Shares Sold by Jackson Wealth Management LLC
Jackson Wealth Management LLC reduced its stake in shares of Parker-Hannifin Corporation (NYSE:PH - Free Report) by 92.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Jackson Wealth Management LLC Trims Stake in Kinder Morgan, Inc. $KMI
Jackson Wealth Management LLC lowered its position in Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 91.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,824 shares of the pipeline…
Jackson Wealth Management LLC Decreases Stock Position in Visa Inc. $V
Jackson Wealth Management LLC lessened its holdings in Visa Inc. (NYSE:V - Free Report) by 90.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,339 shares of the…
Jackson Wealth Management LLC Trims Stock Position in Blackstone Inc. $BX
Jackson Wealth Management LLC lessened its holdings in shares of Blackstone Inc. (NYSE:BX - Free Report) by 92.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,457…
Jackson Wealth Management LLC Decreases Stock Position in Lockheed Martin Corporation $LMT
Jackson Wealth Management LLC trimmed its position in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 93.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 700…
Palo Alto Networks, Inc. $PANW Shares Sold by Jackson Wealth Management LLC
Jackson Wealth Management LLC trimmed its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 86.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,793…
Jackson Wealth Management LLC Has $941,000 Stake in United Rentals, Inc. $URI
Jackson Wealth Management LLC cut its position in United Rentals, Inc. (NYSE:URI - Free Report) by 90.4% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 831…
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