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.
Walmart Inc. $WMT Shares Sold by FLP Wealth Management LLC
FLP Wealth Management LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 92.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,231…
LongView Wealth Management Grows Position in Apple Inc. $AAPL
LongView Wealth Management grew its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 59,440…
Invesco QQQ $QQQ Holdings Boosted by Sheets Smith Wealth Management
Sheets Smith Wealth Management boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 13.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 27,735…
Tesla, Inc. $TSLA Shares Bought by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. lifted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 129.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,799 shares of the electric vehicle…
Whalen Wealth Management Inc. Invests $802,000 in Chevron Corporation $CVX
Whalen Wealth Management Inc. acquired a new stake in Chevron Corporation (NYSE:CVX - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor…
Perigon Wealth Management LLC Raises Holdings in Equinix, Inc. $EQIX
Perigon Wealth Management LLC grew its holdings in Equinix, Inc. (NASDAQ:EQIX - Free Report) by 141.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Triangle Securities Wealth Management Boosts Position in Apple Inc. $AAPL
Triangle Securities Wealth Management boosted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 98.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 60,723…
Heirloom Wealth Management Has $30.77 Million Stock Position in Alphabet Inc. $GOOG
Heirloom Wealth Management decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 23.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 98,069 shares of the information…
Alphabet Inc. $GOOGL is Spire Wealth Management's 7th Largest Position
Spire Wealth Management reduced its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 7.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 183,970 shares of the information…
Jackson Wealth Management LLC Raises Holdings in Oracle Corporation $ORCL
Jackson Wealth Management LLC increased its position in Oracle Corporation (NYSE:ORCL - Free Report) by 9.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 55,441 shares of the enterprise…
Netflix, Inc. $NFLX Shares Bought by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. raised its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 812.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned…
FLP Wealth Management LLC Makes New $1.82 Million Investment in Tesla, Inc. $TSLA
FLP Wealth Management LLC bought a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 4,047 shares of the electric vehicle producer's…
Salesforce Inc. $CRM Shares Purchased by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co increased its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 4.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Arta Finance Wealth Management LLC Takes Position in Symbotic Inc. $SYM
Arta Finance Wealth Management LLC purchased a new position in Symbotic Inc. (NASDAQ:SYM - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 18,945 shares of the company's…
10,903 Shares in Alphabet Inc. $GOOG Bought by Shrier Wealth Management LLC
Shrier Wealth Management LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 10,903 shares of…
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