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.
Alphabet Inc. $GOOGL Shares Acquired by Spire Wealth Management
Spire Wealth Management boosted its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 199,451…
Apple Inc. $AAPL Shares Purchased by Crowley Wealth Management Inc.
Crowley Wealth Management Inc. raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 4.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 51,146 shares of the iPhone maker's stock after…
Moran Wealth Management LLC Sells 1,590 Shares of Alphabet Inc. $GOOGL
Moran Wealth Management LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Oracle Corporation $ORCL Holdings Reduced by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 4.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
QUALCOMM Incorporated $QCOM Shares Acquired by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co boosted its stake in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 5.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Elite Wealth Management Inc. Decreases Stock Position in Alphabet Inc. $GOOG
Elite Wealth Management Inc. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 30.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Florida Trust Wealth Management Co Sells 2,544 Shares of Salesforce Inc. $CRM
Florida Trust Wealth Management Co reduced its holdings in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
Florida Trust Wealth Management Co Decreases Holdings in Mondelez International, Inc. $MDLZ
Florida Trust Wealth Management Co lowered its stake in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 13.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Independent Solutions Wealth Management LLC Boosts Stock Position in Alphabet Inc. $GOOGL
Independent Solutions Wealth Management LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 12.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Florida Trust Wealth Management Co Purchases 3,277 Shares of Micron Technology, Inc. $MU
Florida Trust Wealth Management Co increased its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 8.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Florida Trust Wealth Management Co Has $50.30 Million Holdings in Accenture PLC $ACN
Florida Trust Wealth Management Co trimmed its holdings in shares of Accenture PLC (NYSE:ACN - Free Report) by 7.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Florida Trust Wealth Management Co Lowers Holdings in Advanced Micro Devices, Inc. $AMD
Florida Trust Wealth Management Co lowered its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 170,325…
Florida Trust Wealth Management Co Sells 5,020 Shares of UnitedHealth Group Incorporated $UNH
Florida Trust Wealth Management Co decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 8.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
TriaGen Wealth Management LLC Has $8.41 Million Stock Holdings in NVIDIA Corporation $NVDA
TriaGen Wealth Management LLC decreased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,086…
Florida Trust Wealth Management Co Purchases 2,589 Shares of Eli Lilly and Company $LLY
Florida Trust Wealth Management Co lifted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 9.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
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