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.
Alphabet Inc. $GOOGL Shares Sold by Athena Wealth Management LLC
Athena Wealth Management LLC lessened its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 64.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,186 shares of the…
4,368 NVIDIA Corporation $NVDA Shares Sold by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.2% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Broadcom Inc. $AVGO Shares Sold by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC trimmed its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 21.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Broadcom Inc. $AVGO Shares Newly Purchased by Bullock Wealth Management Group
Bullock Wealth Management Group purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor…
ConocoPhillips $COP Shares Newly Bought by Capital Advisors Wealth Management LLC
Capital Advisors Wealth Management LLC purchased a new stake in ConocoPhillips (NYSE:COP - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 8,669 shares of the…
Eli Lilly and Company $LLY Shares Bought by Avaii Wealth Management LLC
Avaii Wealth Management LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 51.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,522 shares of the…
Capital Advisors Wealth Management LLC Buys 2,351 Shares of BlackRock $BLK
Capital Advisors Wealth Management LLC bought a new position in shares of BlackRock (NYSE:BLK - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 2,351 shares of the asset…
Chevron Corporation $CVX Shares Bought by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC lifted its stake in Chevron Corporation (NYSE:CVX - Free Report) by 10.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned…
NVIDIA Corporation $NVDA Stock Position Cut by Aberdeen Wealth Management LLC
Aberdeen Wealth Management LLC lowered its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 22.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,910…
Bullock Wealth Management Group Grows Stake in BlackRock $BLK
Bullock Wealth Management Group lifted its holdings in BlackRock (NYSE:BLK - Free Report) by 184.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,913 shares of the asset manager's…
Gilpin Wealth Management LLC Buys 3,337 Shares of Ameriprise Financial, Inc. $AMP
Gilpin Wealth Management LLC purchased a new stake in shares of Ameriprise Financial, Inc. (NYSE:AMP - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Alphabet Inc. $GOOG Stock Position Lessened by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 26,786 shares…
Micron Technology, Inc. $MU Holdings Trimmed by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC lessened its holdings in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 42.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,373 shares of the…
Invesco QQQ $QQQ Shares Sold by Thryve Wealth Management LLC
Thryve Wealth Management LLC lowered its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 2.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Oracle Corporation $ORCL Stock Purchased by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. lifted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 5.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 147,787…
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