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.
Positano Wealth Management Ltd Cuts Holdings in Alphabet Inc. $GOOGL
Positano Wealth Management Ltd cut its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 10.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 73,646…
Amazon.com, Inc. $AMZN Stake Boosted by Elite Wealth Management Inc.
Elite Wealth Management Inc. boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 16.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 97,466 shares of the…
Accenture PLC $ACN Shares Sold by Avior Wealth Management LLC
Avior Wealth Management LLC trimmed its position in shares of Accenture PLC (NYSE:ACN - Free Report) by 87.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned…
NVIDIA Corporation $NVDA Shares Purchased by Paragon Private Wealth Management LLC
Paragon Private Wealth Management LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 88,050 shares of the…
Curry Webb Wealth Management LLC Invests $447,000 in Alphabet Inc. $GOOGL
Curry Webb Wealth Management LLC acquired a new stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Steelhead Wealth Management LLC Buys New Shares in Amazon.com, Inc. $AMZN
Steelhead Wealth Management LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Amazon.com, Inc. $AMZN is Evercore Wealth Management LLC's 5th Largest Position
Evercore Wealth Management LLC lessened its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
Gibbs Wealth Management Increases Stake in Microsoft Corporation $MSFT
Gibbs Wealth Management grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 73.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
Invesco QQQ $QQQ Position Reduced by Centurion Wealth Management LLC
Centurion Wealth Management LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 53.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,517 shares of…
Keebeck Wealth Management Raises Stock Holdings in Microsoft Corporation $MSFT
Keebeck Wealth Management grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 46,839…
Centurion Wealth Management LLC Lowers Holdings in Alphabet Inc. $GOOG
Centurion Wealth Management LLC cut its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 31.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Keebeck Wealth Management Acquires 7,391 Shares of Apple Inc. $AAPL
Keebeck Wealth Management increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 9.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Apple Inc. $AAPL Stake Increased by Modern Wealth Management LLC
Modern Wealth Management LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.5% in the first quarter, according to its most recent filing with the SEC. The fund owned 517,048 shares of the iPhone maker's stock after…
Vertrix Wealth Management LLC Grows Position in Johnson & Johnson $JNJ
Vertrix Wealth Management LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 873.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 14,492 shares of the company's stock after…
21,174 Shares in Intel Corporation $INTC Acquired by Vertrix Wealth Management LLC
Vertrix Wealth Management LLC purchased a new stake in Intel Corporation (NASDAQ:INTC - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 21,174…
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