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.
Valley Wealth Managers Inc. Makes New Investment in Robinhood Markets, Inc. $HOOD
Valley Wealth Managers Inc. bought a new stake in Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 16,061 shares of the company's stock, valued at…
Valley Wealth Managers Inc. Cuts Stake in Hasbro, Inc. $HAS
Valley Wealth Managers Inc. lowered its position in Hasbro, Inc. (NASDAQ:HAS - Free Report) by 18.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 327,326…
AE Wealth Management LLC Increases Position in KeyCorp $KEY
AE Wealth Management LLC increased its position in shares of KeyCorp (NYSE:KEY - Free Report) by 4.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,345,875 shares of the…
Modera Wealth Management LLC Cuts Stake in Broadcom Inc. $AVGO
Modera Wealth Management LLC reduced its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 6.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
AE Wealth Management LLC Trims Position in Vistra Corp. $VST
AE Wealth Management LLC decreased its holdings in shares of Vistra Corp. (NYSE:VST - Free Report) by 25.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 87,444 shares of the company's stock after…
AE Wealth Management LLC Boosts Stake in Conagra Brands $CAG
AE Wealth Management LLC grew its holdings in Conagra Brands (NYSE:CAG - Free Report) by 13.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 720,093 shares…
AE Wealth Management LLC Raises Position in IDEX Corporation $IEX
AE Wealth Management LLC boosted its position in shares of IDEX Corporation (NYSE:IEX - Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
AE Wealth Management LLC Increases Stake in FirstEnergy Corporation $FE
AE Wealth Management LLC lifted its holdings in shares of FirstEnergy Corporation (NYSE:FE - Free Report) by 8.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 374,409 shares of the…
Valley Wealth Managers Inc. Buys 19,169 Shares of Accenture PLC $ACN
Valley Wealth Managers Inc. grew its stake in Accenture PLC (NYSE:ACN - Free Report) by 33.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 76,262…
AE Wealth Management LLC Boosts Stake in ONEOK, Inc. $OKE
AE Wealth Management LLC increased its stake in shares of ONEOK, Inc. (NYSE:OKE - Free Report) by 8.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 190,260…
Adobe Inc. $ADBE Holdings Lifted by AE Wealth Management LLC
AE Wealth Management LLC boosted its holdings in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 24.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,189 shares of…
Valley Wealth Managers Inc. Makes New Investment in Salesforce Inc. $CRM
Valley Wealth Managers Inc. bought a new stake in Salesforce Inc. (NYSE:CRM - Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 81,049…
AE Wealth Management LLC Boosts Stake in Comcast Corporation $CMCSA
AE Wealth Management LLC boosted its holdings in shares of Comcast Corporation (NASDAQ:CMCSA - Free Report) by 20.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
U.S. Bancorp $USB Position Increased by AE Wealth Management LLC
AE Wealth Management LLC lifted its stake in shares of U.S. Bancorp (NYSE:USB - Free Report) by 5.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 500,506 shares of the…
AE Wealth Management LLC Buys 44,418 Shares of Graco Inc. $GGG
AE Wealth Management LLC grew its position in Graco Inc. (NYSE:GGG - Free Report) by 17.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 300,195 shares of the…
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