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 Stock: RKL Wealth Management LLC Decreases Holdings
RKL Wealth Management LLC reduced its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
2,675 Apple Inc. $AAPL Shares Acquired by Gilpin Wealth Management LLC
Gilpin Wealth Management LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 23.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
Aon plc $AON Stock Acquired by Revisor Wealth Management LLC
Revisor Wealth Management LLC raised its holdings in Aon plc (NYSE:AON - Free Report) by 1,093.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,723 shares of the…
Meta Platforms, Inc. $META Stock Sold by Grant Private Wealth Management Inc
Grant Private Wealth Management Inc lowered its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 23.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Apple Inc. $AAPL Stock Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
10,258 Shares in C.H. Robinson Worldwide, Inc. $CHRW Bought by C2C Wealth Management LLC
C2C Wealth Management LLC purchased a new stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW - Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 10,258 shares of the…
6,066 ExxonMobil Corporation $XOM Shares Sold by Provident Wealth Management LLC
Provident Wealth Management LLC trimmed its position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 70.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
NVIDIA Corporation $NVDA Stock: Angeles Wealth Management LLC Grows Stake
Angeles Wealth Management LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Revisor Wealth Management LLC Buys New Holdings in Intel Corporation $INTC
Revisor Wealth Management LLC purchased a new stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 7,311 shares…
6,748 Shares of RTX Corporation $RTX Bought by QP Wealth Management LLC
QP Wealth Management LLC purchased a new stake in RTX Corporation (NYSE:RTX - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 6,748 shares of the…
QP Wealth Management LLC Makes New Investment in Welltower Inc. $WELL
QP Wealth Management LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL - Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,854 shares of the real estate investment…
Valero Energy Corporation $VLO Shares Newly Purchased by QP Wealth Management LLC
QP Wealth Management LLC bought a new stake in Valero Energy Corporation (NYSE:VLO - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 3,672…
28,515 Shares in Builders FirstSource, Inc. $BLDR Bought by Revisor Wealth Management LLC
Revisor Wealth Management LLC bought a new position in shares of Builders FirstSource, Inc. (NYSE:BLDR - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
QP Wealth Management LLC Acquires 5,851 Shares of Revolution Medicines, Inc. $RVMD
QP Wealth Management LLC purchased a new position in shares of Revolution Medicines, Inc. (NASDAQ:RVMD - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
Atticus Wealth Management LLC Sells 17,973 Shares of Microchip Technology Incorporated $MCHP
Atticus Wealth Management LLC decreased its stake in Microchip Technology Incorporated (NASDAQ:MCHP - Free Report) by 85.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
Receive a Daily briefing on Wealth Management Industry News
Get Started