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.
Gate Rolls Out Wealth Management Platform Combining Digital Assets And Traditional Finance | Metaverse Post
Gate launches Gate Wealth, a platform combining digital assets, traditional finance, and RWAs for institutional and high-net-worth investors. Cryptocurrency exchange Gate has unveiled Gate Wealth, a wealth management platform developed for…
Smith Salley Wealth Management Buys 2,469 Shares of Apple Inc. $AAPL
Smith Salley Wealth Management raised its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 0.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 416,451…
Microsoft Corporation $MSFT is Smith Salley Wealth Management's 3rd Largest Position
Smith Salley Wealth Management boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 241,109 shares of the…
Smith Salley Wealth Management Grows Stock Holdings in Amazon.com, Inc. $AMZN
Smith Salley Wealth Management boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
BCS Wealth Management Trims Stake in Tesla, Inc. $TSLA
BCS Wealth Management cut its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 48.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,854 shares of the electric…
Ritholtz Wealth Management Boosts Stake in Costco Wholesale Corporation $COST
Ritholtz Wealth Management boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 10.6% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,487…
Ritholtz Wealth Management Grows Stock Holdings in BorgWarner Inc. $BWA
Ritholtz Wealth Management lifted its position in BorgWarner Inc. (NYSE:BWA - Free Report) by 46.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 73,601 shares…
GE Aerospace $GE Shares Sold by Xcel Wealth Management LLC
Xcel Wealth Management LLC cut its stake in GE Aerospace (NYSE:GE - Free Report) by 73.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,795 shares of the…
Ritholtz Wealth Management Raises Position in The Walt Disney Company $DIS
Ritholtz Wealth Management boosted its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 62.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 47,484 shares of the entertainment…
Ritholtz Wealth Management Boosts Stock Holdings in Ciena Corporation $CIEN
Ritholtz Wealth Management grew its holdings in Ciena Corporation (NYSE:CIEN - Free Report) by 107.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,583 shares of the…
Ritholtz Wealth Management Sells 73,405 Shares of Sony Corporation $SONY
Ritholtz Wealth Management lessened its stake in Sony Corporation (NYSE:SONY - Free Report) by 28.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Triangle Securities Wealth Management Sells 7,247 Shares of Caterpillar Inc. $CAT
Triangle Securities Wealth Management reduced its stake in Caterpillar Inc. (NYSE:CAT - Free Report) by 53.3% during the first quarter, according to its most recent filing with the SEC. The fund owned 6,353 shares of the industrial products…
Xcel Wealth Management LLC Sells 1,500 Shares of Caterpillar Inc. $CAT
Xcel Wealth Management LLC cut its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 22.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…
Waterway Wealth Management LLC Acquires New Stake in ServiceNow, Inc. $NOW
Waterway Wealth Management LLC acquired a new position in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 12,191 shares of the information…
Bar Harbor Wealth Management Reduces Stock Position in ExxonMobil Corporation $XOM
Bar Harbor Wealth Management lessened its holdings in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 5.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 206,087 shares of the oil and gas company's…
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