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.
Stronghold Wealth Management L.L.C. Takes Position in Apple Inc. $AAPL
Stronghold Wealth Management L.L.C. purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Stronghold Wealth Management L.L.C. Takes Position in Alphabet Inc. $GOOGL
Stronghold Wealth Management L.L.C. purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Stronghold Wealth Management L.L.C. Buys New Position in Amazon.com, Inc. $AMZN
Stronghold Wealth Management L.L.C. bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 3,039 shares of the e-commerce giant's…
Stronghold Wealth Management L.L.C. Makes New Investment in NVIDIA Corporation $NVDA
Stronghold Wealth Management L.L.C. bought a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 4,984 shares of the…
5,282 Shares in Microsoft Corporation $MSFT Acquired by Stronghold Wealth Management L.L.C.
Stronghold Wealth Management L.L.C. bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The…
Prestige Wealth Management Group LLC Sells 12,973 Shares of Prologis, Inc. $PLD
Prestige Wealth Management Group LLC decreased its holdings in Prologis, Inc. (NYSE:PLD - Free Report) by 94.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Argonautica Private Wealth Management Inc. Acquires 5,424 Shares of Mastercard Incorporated $MA
Argonautica Private Wealth Management Inc. increased its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 338.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and…
Broadcom Inc. $AVGO Shares Bought by Greenwich Wealth Management LLC
Greenwich Wealth Management LLC raised its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 11.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,164 shares of…
Argonautica Private Wealth Management Inc. Sells 2,571 Shares of Oracle Corporation $ORCL
Argonautica Private Wealth Management Inc. cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 8.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,877…
Meta Platforms, Inc. $META Shares Sold by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC reduced its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 47.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 50,843 shares of the social networking…
Argonautica Private Wealth Management Inc. Invests $812,000 in SLB Limited $SLB
Argonautica Private Wealth Management Inc. purchased a new position in SLB Limited (NYSE:SLB - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 21,159…
Dynasty Wealth Management LLC Buys 2,409 Shares of Broadcom Inc. $AVGO
Dynasty Wealth Management LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 8.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 30,802 shares of the…
Evergreen Wealth Management LLC Sells 6,519 Shares of Alphabet Inc. $GOOGL
Evergreen Wealth Management LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 18.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Meta Platforms, Inc. $META Shares Bought by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc raised its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 35.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange…
Texas Capital Bank Wealth Management Services Inc Purchases 6,508 Shares of Alphabet Inc. $GOOG
Texas Capital Bank Wealth Management Services Inc boosted its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 35.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund…
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