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 Acquired by Trevian Wealth Management LLC
Trevian Wealth Management LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 53.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Dynasty Wealth Management LLC Takes Position in AbbVie Inc. $ABBV
Dynasty Wealth Management LLC purchased a new position in shares of AbbVie Inc. (NYSE:ABBV - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Steinberganna Wealth Management Invests $2.31 Million in Alphabet Inc. $GOOGL
Steinberganna Wealth Management bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Crh Plc $CRH Shares Purchased by Dynasty Wealth Management LLC
Dynasty Wealth Management LLC lifted its stake in Crh Plc (NYSE:CRH - Free Report) by 77.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,077 shares of the construction company's…
Cencora, Inc. $COR Shares Bought by Dynasty Wealth Management LLC
Dynasty Wealth Management LLC raised its holdings in Cencora, Inc. (NYSE:COR - Free Report) by 67.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,123 shares of the…
BKM Wealth Management LLC Raises Position in Alphabet Inc. $GOOGL
BKM Wealth Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 894.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,326…
Dynasty Wealth Management LLC Grows Position in Uber Technologies, Inc. $UBER
Dynasty Wealth Management LLC boosted its holdings in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 153.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Amazon.com, Inc. $AMZN Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. cut its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 19.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Dynasty Wealth Management LLC Purchases 19,388 Shares of Flex Ltd. $FLEX
Dynasty Wealth Management LLC grew its position in Flex Ltd. (NASDAQ:FLEX - Free Report) by 80.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,602…
Dynasty Wealth Management LLC Sells 2,757 Shares of Mastercard Incorporated $MA
Dynasty Wealth Management LLC lowered its stake in Mastercard Incorporated (NYSE:MA - Free Report) by 22.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,363 shares…
Dynasty Wealth Management LLC Invests $3.27 Million in AstraZeneca PLC $AZN
Dynasty Wealth Management LLC purchased a new position in AstraZeneca PLC (NASDAQ:AZN - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 42,573 shares…
Dynasty Wealth Management LLC Purchases Shares of 15,481 Shopify Inc. $SHOP
Dynasty Wealth Management LLC acquired a new position in shares of Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Venturi Wealth Management LLC Buys 1,556 Shares of Alphabet Inc. $GOOGL
Venturi Wealth Management LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Kinross Gold Corporation $KGC Shares Acquired by Dynasty Wealth Management LLC
Dynasty Wealth Management LLC increased its stake in shares of Kinross Gold Corporation (NYSE:KGC - Free Report) TSE: K by 185.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Jackson Thornton Wealth Management LLC Boosts Holdings in Walmart Inc. $WMT
Jackson Thornton Wealth Management LLC raised its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 258.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned…
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