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.
NVIDIA Corporation $NVDA Stake Lifted by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional…
Microsoft Corporation $MSFT Shares Sold by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management trimmed its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 48.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Accurate Wealth Management LLC Sells 5,385 Shares of AMETEK, Inc. $AME
Accurate Wealth Management LLC decreased its stake in shares of AMETEK, Inc. (NYSE:AME - Free Report) by 35.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,746 shares of the…
Apple Inc. $AAPL is Elmwood Wealth Management Inc.'s Largest Position
Elmwood Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 33.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 34,638 shares of the iPhone maker's stock…
Accurate Wealth Management LLC Invests $2.10 Million in Loews Corporation $L
Accurate Wealth Management LLC acquired a new stake in Loews Corporation (NYSE:L - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 20,036 shares of…
Dakota Wealth Management Raises Holdings in Walmart Inc. $WMT
Dakota Wealth Management lifted its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 17.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 106,321 shares of the…
Dakota Wealth Management Grows Stake in Amcor PLC $AMCR
Dakota Wealth Management boosted its holdings in shares of Amcor PLC (NYSE:AMCR - Free Report) by 74.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 345,449 shares of the…
Cherrydale Wealth Management LLC Acquires 2,580 Shares of Invesco QQQ $QQQ
Cherrydale Wealth Management LLC lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 18.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
34,730 Shares in Rollins, Inc. $ROL Purchased by Accurate Wealth Management LLC
Accurate Wealth Management LLC purchased a new stake in shares of Rollins, Inc. (NYSE:ROL - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 34,730 shares of…
Dakota Wealth Management Grows Position in Expedia Group, Inc. $EXPE
Dakota Wealth Management grew its stake in Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 37.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Dakota Wealth Management Grows Position in Procter & Gamble Company (The) $PG
Dakota Wealth Management raised its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 24.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 105,235 shares of the…
Dakota Wealth Management Purchases 10,822 Shares of Chevron Corporation $CVX
Dakota Wealth Management raised its position in Chevron Corporation (NYSE:CVX - Free Report) by 14.9% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 83,265 shares of the oil and gas company's stock after…
Dakota Wealth Management Raises Stake in Valero Energy Corporation $VLO
Dakota Wealth Management lifted its stake in shares of Valero Energy Corporation (NYSE:VLO - Free Report) by 556.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Dakota Wealth Management Lowers Holdings in UnitedHealth Group Incorporated $UNH
Dakota Wealth Management cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 40.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Dakota Wealth Management Increases Position in Lam Research Corporation $LRCX
Dakota Wealth Management lifted its holdings in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 195.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,731 shares of the…
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