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.
Tesla, Inc. $TSLA Stock Acquired by Gibbs Wealth Management
Gibbs Wealth Management boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 14.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,503 shares of…
Corning Incorporated $GLW Stock: Gibbs Wealth Management Boosts Holdings
Gibbs Wealth Management grew its holdings in Corning Incorporated (NYSE:GLW - Free Report) by 97.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,134 shares of…
Micron Technology, Inc. $MU Stock Acquired by Gibbs Wealth Management
Gibbs Wealth Management raised its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 52.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
NVIDIA Corporation $NVDA Stake Trimmed by Rench Wealth Management Inc.
Rench Wealth Management Inc. cut its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 12.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 154,227 shares of…
Monster Beverage Corporation $MNST Shares Bought by Gibbs Wealth Management
Gibbs Wealth Management increased its position in shares of Monster Beverage Corporation (NASDAQ:MNST - Free Report) by 125.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Alphabet Inc. $GOOG Stock Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 50.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
4,723 Oracle Corporation $ORCL Shares Acquired by Gibbs Wealth Management
Gibbs Wealth Management lifted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 15.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Apple Inc. $AAPL Stock Sold by Navigate Wealth Management LLC
Navigate Wealth Management LLC cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 26.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Visa Inc. $V Stock Position Increased by Gibbs Wealth Management
Gibbs Wealth Management raised its position in shares of Visa Inc. (NYSE:V - Free Report) by 14.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
Axxcess Wealth Management LLC Sells 69,628 Shares of Broadcom Inc. $AVGO
Axxcess Wealth Management LLC lowered its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 38.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 112,029…
1,601 Alphabet Inc. $GOOGL Shares Bought by Boyd Wealth Management LLC
Boyd Wealth Management LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 87.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,425 shares of the information services…
Advanced Micro Devices, Inc. $AMD Stock Purchased by Gibbs Wealth Management
Gibbs Wealth Management grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 37.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 8,062 shares of the…
Alphabet Inc. $GOOGL Holdings Increased by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 16.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional…
TE Connectivity Ltd. $TEL Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC cut its stake in TE Connectivity Ltd. (NYSE:TEL - Free Report) by 74.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,002…
11,095 Halozyme Therapeutics, Inc. $HALO Shares Purchased by Gibbs Wealth Management
Gibbs Wealth Management increased its stake in shares of Halozyme Therapeutics, Inc. (NASDAQ:HALO - Free Report) by 140.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,020 shares of…
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