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.
This wealth manager went all in on golf, but not in the way you think
Julie Cassidy has played golf since she was a young girl. Her first club was a junior 5-iron bought by her father, Don, which she played every single shot with for two years. “I grew up in a very underprivileged area,” she says.
Apple Inc. $AAPL Shares Sold by Legacy Wealth Management Inc
Legacy Wealth Management Inc decreased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 74.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 975 shares of the iPhone maker's stock after selling…
Apollon Wealth Management LLC Grows Position in Shopify Inc. $SHOP
Apollon Wealth Management LLC grew its position in Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 17.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Apollon Wealth Management LLC Increases Stake in GE Aerospace $GE
Apollon Wealth Management LLC lifted its stake in shares of GE Aerospace (NYSE:GE - Free Report) by 17.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,421 shares of…
Salvus Wealth Management LLC Acquires 3,835 Shares of NVIDIA Corporation $NVDA
Salvus Wealth Management LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 19.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Greenup Street Wealth Management LLC Cuts Position in Oracle Corporation $ORCL
Greenup Street Wealth Management LLC reduced its position in Oracle Corporation (NYSE:ORCL - Free Report) by 84.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
GE Vernova Inc. $GEV Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC lifted its position in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 6.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 32,351 shares of the…
Motorola Solutions, Inc. $MSI Holdings Lifted by Apollon Wealth Management LLC
Apollon Wealth Management LLC grew its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 18.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Waste Management, Inc. $WM Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC increased its holdings in Waste Management, Inc. (NYSE:WM - Free Report) by 8.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Visa Inc. $V Shares Acquired by Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC lifted its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 60.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 8,965 shares of the credit-card…
Apple Inc. $AAPL Stock Position Lowered by Red Door Wealth Management LLC
Red Door Wealth Management LLC cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 169,054 shares of…
Castle Rock Wealth Management LLC Takes Position in AppLovin Corporation $APP
Castle Rock Wealth Management LLC purchased a new position in shares of AppLovin Corporation (NASDAQ:APP - Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 4,388 shares of the…
Apollon Wealth Management LLC Decreases Stake in Intuitive Surgical, Inc. $ISRG
Apollon Wealth Management LLC lessened its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 8.2% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned…
L3Harris Technologies Inc $LHX Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC lifted its position in shares of L3Harris Technologies Inc (NYSE:LHX - Free Report) by 25.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
Receive a Daily briefing on Wealth Management Industry News
Get Started