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.
Singapore's UOB to shed asset management arm for US$433.5 million to focus on wealth management
Singapore lender United Overseas Bank said on Wednesday that it had agreed to sell its asset management business to a unit of European insurer Allianz for S$555 million (US$433.49 million). SCROLL TO CONTINUE WITH CONTENT The deal allows Allianz…
Decker Wealth Management LLC Buys Shares of 23,043 Microsoft Corporation $MSFT
Decker Wealth Management LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 23,043…
Avior Wealth Management LLC Reduces Position in Caterpillar Inc. $CAT
Avior Wealth Management LLC lowered its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 25.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,544 shares of the industrial products…
NVIDIA Corporation $NVDA is Keebeck Wealth Management's 4th Largest Position
Keebeck Wealth Management boosted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.5% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 122,955 shares of the…
Broadcom Inc. $AVGO Shares Sold by Avior Wealth Management LLC
Avior Wealth Management LLC cut its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 34,603 shares…
Decker Wealth Management LLC Takes $13.48 Million Position in Apple Inc. $AAPL
Decker Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 53,134 shares of…
GK Wealth Management LLC Invests $704,000 in Oracle Corporation $ORCL
GK Wealth Management LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 4,801 shares of the enterprise…
GK Wealth Management LLC Grows Stock Holdings in Alphabet Inc. $GOOG
GK Wealth Management LLC grew its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 530.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
2,175 Shares in Broadcom Inc. $AVGO Bought by GK Wealth Management LLC
GK Wealth Management LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,175 shares…
GK Wealth Management LLC Takes $920,000 Position in The Boeing Company $BA
GK Wealth Management LLC bought a new position in shares of The Boeing Company (NYSE:BA - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 4,251 shares of the aircraft…
Grant Private Wealth Management Inc Increases Position in Abbott Laboratories $ABT
Grant Private Wealth Management Inc grew its holdings in shares of Abbott Laboratories (NYSE:ABT - Free Report) by 362.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 20,311 shares of the healthcare…
Avior Wealth Management LLC Sells 9,721 Shares of AbbVie Inc. $ABBV
Avior Wealth Management LLC trimmed its position in AbbVie Inc. (NYSE:ABBV - Free Report) by 19.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,538 shares of the…
Modern Wealth Management LLC Acquires 36,658 Shares of NVIDIA Corporation $NVDA
Modern Wealth Management LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 19.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 225,035 shares of…
Avior Wealth Management LLC Sells 9,934 Shares of ExxonMobil Corporation $XOM
Avior Wealth Management LLC decreased its position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 15.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Avior Wealth Management LLC Buys 1,690 Shares of Tesla, Inc. $TSLA
Avior Wealth Management LLC raised its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 6.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned…
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