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.
Angeles Wealth Management LLC Raises Position in Broadcom Inc. $AVGO
Angeles Wealth Management LLC grew its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 42,884 shares of the…
Zoetis Inc. $ZTS Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. reduced its holdings in Zoetis Inc. (NYSE:ZTS - Free Report) by 83.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,771 shares of the…
Angeles Wealth Management LLC Purchases 3,960 Shares of Alphabet Inc. $GOOG
Angeles Wealth Management LLC boosted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 52,710 shares of the…
Modera Wealth Management LLC Sells 21,783 Shares of Broadcom Inc. $AVGO
Modera Wealth Management LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 6.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 316,938…
Consolidated Edison Inc $ED Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC cut its stake in shares of Consolidated Edison Inc (NYSE:ED - Free Report) by 72.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,471…
Modera Wealth Management LLC Sells 34,234 Shares of Alphabet Inc. $GOOG
Modera Wealth Management LLC trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 333,660 shares of…
Decker Wealth Management LLC Purchases New Stake in Johnson & Johnson $JNJ
Decker Wealth Management LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired…
Geneos Wealth Management Inc. Cuts Position in Meta Platforms, Inc. $META
Geneos Wealth Management Inc. trimmed its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Marriott International, Inc. $MAR Shares Acquired by Cassaday & Co Wealth Management LLC
Cassaday & Co Wealth Management LLC boosted its holdings in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 5.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).
Collaborative Wealth Managment Inc. Sells 983 Shares of Meta Platforms, Inc. $META
Collaborative Wealth Managment Inc. lowered its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 72.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
Cassaday & Co Wealth Management LLC Decreases Position in UnitedHealth Group Incorporated $UNH
Cassaday & Co Wealth Management LLC lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 32.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission…
Modera Wealth Management LLC Reduces Stock Holdings in Motorola Solutions, Inc. $MSI
Modera Wealth Management LLC lessened its position in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 80.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 648 shares…
Marks Group Wealth Management Inc Sells 3,661 Shares of Meta Platforms, Inc. $META
Marks Group Wealth Management Inc cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,595 shares…
Jackson Thornton Wealth Management LLC Has $4.15 Million Holdings in Microsoft Corporation $MSFT
Jackson Thornton Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 36.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Cassaday & Co Wealth Management LLC Acquires 20,715 Shares of Merck & Co., Inc. $MRK
Cassaday & Co Wealth Management LLC grew its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 248.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 29,052…
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