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.
Truist Earnings Rise With Higher Investment Banking, Trading and Wealth Management Income
The company, one of the country's largest commercial banks, recorded net income attributable to shareholder for the second quarter of $1.52 billion, or $1.23 a share, up from $1.18 billion, or 90 cents, a year earlier. The result beat the $1.08 a…
New XRP Stake Revealed by Colorado-Based Wealth Manager
A Colorado-based wealth manager has disclosed a new investment in the Canary XRP ETF. It is yet another institutional firm that has gained exposure to XRP through recently launched exchange-traded funds. According to a Form 13F-HR filed with the…
Professional help is at hand for staying on course in wealth management
Success for professional sports people is gauged not only by talent and determination but also by their ability to navigate a career in which uncertainty is a given. For competitive – and risk-taking – individuals the financial…
Geneos Wealth Management Inc. Cuts Stake in Novartis AG $NVS
Geneos Wealth Management Inc. reduced its holdings in shares of Novartis AG (NYSE:NVS - Free Report) by 22.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 49,989…
Angeles Wealth Management LLC Grows Stake in Tesla, Inc. $TSLA
Angeles Wealth Management LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 50.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Whirlpool Corporation $WHR Shares Purchased by Angeles Wealth Management LLC
Angeles Wealth Management LLC raised its holdings in shares of Whirlpool Corporation (NYSE:WHR - Free Report) by 196.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
NVIDIA Corporation $NVDA Shares Purchased by Horst & Graben Wealth Management LLC
Horst & Graben Wealth Management LLC boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 28.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Apple Inc. $AAPL is Revisor Wealth Management LLC's 2nd Largest Position
Revisor Wealth Management LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 18.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 52,492…
HB Wealth Management LLC Acquires 11,116 Shares of Microsoft Corporation $MSFT
HB Wealth Management LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional…
Revisor Wealth Management LLC Buys 1,611 Shares of Microsoft Corporation $MSFT
Revisor Wealth Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Angeles Wealth Management LLC Purchases 2,975 Shares of Qualcomm Incorporated $QCOM
Angeles Wealth Management LLC increased its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 25.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,661 shares…
Geneos Wealth Management Inc. Purchases 950 Shares of United Rentals, Inc. $URI
Geneos Wealth Management Inc. increased its position in shares of United Rentals, Inc. (NYSE:URI - Free Report) by 9.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Broadcom Inc. $AVGO Shares Acquired by Parr Mcknight Wealth Management Group LLC
Parr Mcknight Wealth Management Group LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 5.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Industrial Shares Edge Lower -- Industrials Roundup
Shares in the industrial sector traded slightly lower as robust economic indicators were offset by inflation concerns amid rising fuel prices. Shares in SMA Solar rose after the company upgraded guidance for the year on better-than-expected…
BCGM Wealth Management LLC Boosts Stock Position in Mobileye Global Inc. $MBLY
BCGM Wealth Management LLC increased its holdings in Mobileye Global Inc. (NASDAQ:MBLY - Free Report) by 56.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 368,763 shares of the company's stock…
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