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.
5,240 Apple Inc. $AAPL Shares Bought by Decker Wealth Management LLC
Decker Wealth Management LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Parkway Wealth Management Group LLC Acquires New Position in NetApp, Inc. $NTAP
Parkway Wealth Management Group LLC acquired a new stake in shares of NetApp, Inc. (NASDAQ:NTAP - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Amazon.com, Inc. $AMZN Stock: Verus Wealth Management LLC Boosts Holdings
Verus Wealth Management LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 389.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Western Digital Corporation $WDC Shares Sold by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC trimmed its stake in Western Digital Corporation (NASDAQ:WDC - Free Report) by 40.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 8,272 shares of the data storage…
DoorDash, Inc. $DASH Shares Newly Acquired by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC purchased a new position in shares of DoorDash, Inc. (NASDAQ:DASH - Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Ciena Corporation $CIEN Stock: Parkway Wealth Management Group LLC Boosts Position
Parkway Wealth Management Group LLC boosted its holdings in shares of Ciena Corporation (NYSE:CIEN - Free Report) by 43.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
Amazon.com, Inc. $AMZN Stock Position Lowered by Edge Wealth Management LLC
Edge Wealth Management LLC reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) by 10.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 19,126 shares of the e-commerce giant's stock after selling 2,211 shares…
4,047 Shares of Lumentum Holdings Inc. $LITE Bought by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC bought a new position in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
10,577 Shares of Valero Energy Corporation $VLO Purchased by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC acquired a new position in shares of Valero Energy Corporation (NYSE:VLO - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired…
Parkway Wealth Management Group LLC Sells 24,831 Shares of Palantir Technologies Inc. $PLTR
Parkway Wealth Management Group LLC reduced its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 90.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
38,871 Shares in Citizens Financial Group, Inc. $CFG Bought by Jeppson Wealth Management LLC
Jeppson Wealth Management LLC bought a new stake in shares of Citizens Financial Group, Inc. (NYSE:CFG - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund…
Hewlett Packard Enterprise Company $HPE Stock Position Increased by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC lifted its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE - Free Report) by 36.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Boyd Wealth Management LLC Purchases 1,310 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Boyd Wealth Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund…
3,728 Seagate Technology Holdings PLC $STX Shares Sold by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC cut its stake in Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) by 41.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Parkway Wealth Management Group LLC Makes New $4.52 Million Investment in Marathon Petroleum Corporation $MPC
Parkway Wealth Management Group LLC acquired a new stake in shares of Marathon Petroleum Corporation (NYSE:MPC - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 11,433…
Receive a Daily briefing on Wealth Management Industry News
Get Started