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.
Axxcess Wealth Management LLC Cuts Stake in Johnson & Johnson $JNJ
Axxcess Wealth Management LLC lessened its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 5.7% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 81,992 shares of the company's…
Darwin Wealth Management LLC Purchases 8,844 Shares of Jabil, Inc. $JBL
Darwin Wealth Management LLC increased its holdings in shares of Jabil, Inc. (NYSE:JBL - Free Report) by 49,133.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,862 shares…
Darwin Wealth Management LLC Acquires 4,415 Shares of Qualcomm Incorporated $QCOM
Darwin Wealth Management LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 42.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Darwin Wealth Management LLC Decreases Stock Position in Invesco QQQ $QQQ
Darwin Wealth Management LLC decreased its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 22.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Granite Bay Wealth Management LLC Boosts Holdings in Blackstone Inc. $BX
Granite Bay Wealth Management LLC boosted its position in shares of Blackstone Inc. (NYSE:BX - Free Report) by 33.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 45,645 shares of the asset manager's…
Ares Management Corporation $ARES Shares Acquired by Granite Bay Wealth Management LLC
Granite Bay Wealth Management LLC increased its position in Ares Management Corporation (NYSE:ARES - Free Report) by 44.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned…
Granite Bay Wealth Management LLC Buys 2,270 Shares of Thermo Fisher Scientific Inc. $TMO
Granite Bay Wealth Management LLC increased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 17.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Darwin Wealth Management LLC Has $1.98 Million Holdings in Advanced Micro Devices, Inc. $AMD
Darwin Wealth Management LLC raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 44.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
Triton Wealth Management PLLC Purchases 3,536 Shares of Tesla, Inc. $TSLA
Triton Wealth Management PLLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 30.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,059 shares of the electric vehicle…
Horst & Graben Wealth Management LLC Boosts Holdings in Broadcom Inc. $AVGO
Horst & Graben Wealth Management LLC grew its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 78.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,286…
Shelton Wealth Management LLC Purchases 2,032 Shares of Broadcom Inc. $AVGO
Shelton Wealth Management LLC grew its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 124.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,660 shares of the…
RKL Wealth Management LLC Cuts Stock Holdings in NVIDIA Corporation $NVDA
RKL Wealth Management LLC lessened its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 87,693…
Vertrix Wealth Management LLC Invests $3.46 Million in Amazon.com, Inc. $AMZN
Vertrix Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought…
Invesco QQQ $QQQ is Triton Wealth Management PLLC's 3rd Largest Position
Triton Wealth Management PLLC lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 9.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 45,929 shares of…
TSA Wealth Managment LLC Reduces Position in Kodiak Gas Services, Inc. $KGS
TSA Wealth Managment LLC lessened its stake in shares of Kodiak Gas Services, Inc. (NYSE:KGS - Free Report) by 83.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
Receive a Daily briefing on Wealth Management Industry News
Get Started