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.
Salvus Wealth Management LLC Sells 5,908 Shares of Armstrong World Industries, Inc. $AWI
Salvus Wealth Management LLC lowered its holdings in shares of Armstrong World Industries, Inc. (NYSE:AWI - Free Report) by 33.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The…
Shelton Wealth Management LLC Decreases Stake in Broadcom Inc. $AVGO
Shelton Wealth Management LLC cut its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 81.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Microsoft Corporation $MSFT Shares Purchased by Sendero Wealth Management LLC
Sendero Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Whalen Wealth Management Inc. Purchases 6,052 Shares of Alphabet Inc. $GOOGL
Whalen Wealth Management Inc. raised its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 157.5% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 9,895 shares of the information…
Meadowbrook Wealth Management LLC Purchases New Stake in Broadcom Inc. $AVGO
Meadowbrook Wealth Management LLC acquired a new position in Broadcom Inc. (NASDAQ:AVGO - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired…
Oracle Corporation $ORCL Shares Bought by Red Door Wealth Management LLC
Red Door Wealth Management LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 45.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 12,277 shares of the enterprise software…
Meadowbrook Wealth Management LLC Acquires New Position in Visa Inc. $V
Meadowbrook Wealth Management LLC bought a new position in Visa Inc. (NYSE:V - Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm bought 6,868 shares of the credit-card processor's stock…
LongView Wealth Management Decreases Stock Holdings in United Parcel Service, Inc. $UPS
LongView Wealth Management lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 37.0% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 16,696 shares of the transportation…
Salvus Wealth Management LLC Sells 4,352 Shares of American Express Company $AXP
Salvus Wealth Management LLC trimmed its holdings in American Express Company (NYSE:AXP) by 26.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,018 shares of the payment…
Bartlett & CO. Wealth Management LLC Boosts Holdings in Broadcom Inc. $AVGO
Bartlett & CO. Wealth Management LLC raised its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 5.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
LongView Wealth Management Has $8.36 Million Holdings in Genuine Parts Company $GPC
LongView Wealth Management lessened its position in shares of Genuine Parts Company (NYSE:GPC - Free Report) by 28.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 60,323 shares of…
Red Door Wealth Management LLC Acquires 1,704 Shares of Tesla, Inc. $TSLA
Red Door Wealth Management LLC boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 34.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,667 shares…
Jamison Private Wealth Management Inc. Acquires 18,546 Shares of Altria Group, Inc. $MO
Jamison Private Wealth Management Inc. increased its holdings in shares of Altria Group, Inc. (NYSE:MO - Free Report) by 108.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund…
Jamison Private Wealth Management Inc. Has $3.64 Million Position in Brookfield Corporation $BN
Jamison Private Wealth Management Inc. raised its holdings in shares of Brookfield Corporation (NYSE:BN - Free Report) by 304.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
Guided Capital Wealth Management LLC Sells 1,903 Shares of Alphabet Inc. $GOOGL
Guided Capital Wealth Management LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 22.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
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