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.
VCI Wealth Management LLC Invests $1.28 Million in ON Semiconductor Corporation $ON
VCI Wealth Management LLC bought a new stake in shares of ON Semiconductor Corporation (NASDAQ:ON - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
VCI Wealth Management LLC Takes Position in AbbVie Inc. $ABBV
VCI Wealth Management LLC bought a new position in AbbVie Inc. (NYSE:ABBV - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 12,008 shares of the company's…
Chevron Corporation $CVX Holdings Raised by VCI Wealth Management LLC
VCI Wealth Management LLC lifted its stake in Chevron Corporation (NYSE:CVX - Free Report) by 74.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 17,341 shares of the oil and…
VCI Wealth Management LLC Takes Position in Packaging Corporation of America $PKG
VCI Wealth Management LLC purchased a new stake in shares of Packaging Corporation of America (NYSE:PKG - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Block, Inc. $XYZ Shares Purchased by Moran Wealth Management LLC
Moran Wealth Management LLC increased its holdings in shares of Block, Inc. (NYSE:XYZ - Free Report) by 37.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 57,651 shares…
VCI Wealth Management LLC Takes Position in Wells Fargo & Company $WFC
VCI Wealth Management LLC acquired a new position in shares of Wells Fargo & Company (NYSE:WFC - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
12,589 Shares in Prologis, Inc. $PLD Purchased by VCI Wealth Management LLC
VCI Wealth Management LLC acquired a new position in shares of Prologis, Inc. (NYSE:PLD - Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired…
VCI Wealth Management LLC Acquires New Position in Nasdaq, Inc. $NDAQ
VCI Wealth Management LLC bought a new position in shares of Nasdaq, Inc. (NASDAQ:NDAQ - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought…
VCI Wealth Management LLC Buys Shares of 16,614 Trimble Inc. $TRMB
VCI Wealth Management LLC purchased a new position in shares of Trimble Inc. (NASDAQ:TRMB - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
22,804 Shares in FirstEnergy Corporation $FE Bought by VCI Wealth Management LLC
VCI Wealth Management LLC purchased a new stake in FirstEnergy Corporation (NYSE:FE - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 22,804 shares of the utilities…
Moran Wealth Management LLC Makes New Investment in AECOM $ACM
Moran Wealth Management LLC purchased a new position in shares of AECOM (NYSE:ACM - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
VCI Wealth Management LLC Increases Stock Holdings in Oracle Corporation $ORCL
VCI Wealth Management LLC raised its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 41.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
Bank of America Corporation $BAC Stake Cut by VCI Wealth Management LLC
VCI Wealth Management LLC lessened its holdings in Bank of America Corporation (NYSE:BAC) by 23.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Palantir Technologies Inc. $PLTR Shares Purchased by VCI Wealth Management LLC
VCI Wealth Management LLC boosted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 42.3% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 12,187 shares of the company's stock…
Bosman Wealth Management LLC Cuts Stake in Spotify Technology $SPOT
Bosman Wealth Management LLC lowered its stake in shares of Spotify Technology (NYSE:SPOT - Free Report) by 63.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
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