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.
Invesco QQQ $QQQ Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 88.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,076…
Bank of America Corporation $BAC Stock Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management raised its position in shares of Bank of America Corporation (NYSE:BAC - Free Report) by 4.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
218,264 Axon Enterprise, Inc $AXON Shares Bought by Ritholtz Wealth Management
Ritholtz Wealth Management boosted its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 10,951.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
2,228 Microsoft Corporation $MSFT Shares Bought by Market Street Wealth Management Advisors LLC
Market Street Wealth Management Advisors LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 37.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange…
Alphabet Inc. $GOOGL Stock Position Increased by Lyell Wealth Management LP
Lyell Wealth Management LP boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 193,231 shares of the information services…
5,220 NVIDIA Corporation $NVDA Shares Purchased by Selective Wealth Management Inc.
Selective Wealth Management Inc. increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 36.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
Broadcom Inc. $AVGO Stock Bought by Clear Wave Wealth Management LLC
Clear Wave Wealth Management LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 19.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
Axon Enterprise, Inc $AXON Position Raised by Cabot Wealth Management Inc.
Cabot Wealth Management Inc. boosted its holdings in Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 11,781.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 223,139 shares of the…
12,418 Amazon.com, Inc. $AMZN Shares Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC reduced its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Reduced by Ritholtz Wealth Management
Ritholtz Wealth Management decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor…
Palantir Technologies Inc. $PLTR Stock Bought by Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC increased its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 270.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Pension & Wealth Management Advisors Inc. Purchases 9,770 Shares of NVIDIA Corporation $NVDA
Pension & Wealth Management Advisors Inc. increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 45.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange…
Meta Platforms, Inc. $META Shares Purchased by Asset One Wealth Management LLC
Asset One Wealth Management LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Apple Inc. $AAPL Stock: Old North State Wealth Management LLC Trims Holdings
Old North State Wealth Management LLC lessened its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 18.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 26,274 shares of the…
17,434 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cabot Wealth Management Inc.
Cabot Wealth Management Inc. reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 19.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission…
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