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.
Invesco QQQ $QQQ Stock Acquired by Partners Wealth Management LLC
Partners Wealth Management LLC raised its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 1,009.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned…
10,069 Shares in SpaceX $SPCX Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC purchased a new stake in SpaceX (NASDAQ:SPCX - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,069…
Partners Wealth Management LLC Buys New Position in The Boeing Company $BA
Partners Wealth Management LLC purchased a new stake in The Boeing Company (NYSE:BA - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Salesforce Inc. $CRM Shares Newly Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought…
Invesco QQQ $QQQ Stock: Aprio Wealth Management LLC Reduces Holdings
Aprio Wealth Management LLC trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 17.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
5,250 Shares of Qualcomm Incorporated $QCOM Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC bought a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 5,250…
6,222 Shares in Oracle Corporation $ORCL Acquired by Partners Wealth Management LLC
Partners Wealth Management LLC purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor…
Partners Wealth Management LLC Buys 1,679 Shares of Mastercard Incorporated $MA
Partners Wealth Management LLC increased its stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 358.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,148 shares of the credit…
Cisco Systems, Inc. $CSCO Shares Newly Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 13,876 shares of the network…
BlackRock $BLK Holdings Cut by Modera Wealth Management LLC
Modera Wealth Management LLC reduced its position in shares of BlackRock (NYSE:BLK - Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,987…
Fifth Third Bancorp $FITB Holdings Raised by Cranbrook Wealth Management LLC
Cranbrook Wealth Management LLC increased its holdings in shares of Fifth Third Bancorp (NASDAQ:FITB - Free Report) by 1,659.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional…
15,208 Shares of Rocket Lab Corporation $RKLB Bought by Partners Wealth Management LLC
Partners Wealth Management LLC acquired a new stake in shares of Rocket Lab Corporation (NASDAQ:RKLB - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Partners Wealth Management LLC Makes New Investment in Quanta Services, Inc. $PWR
Partners Wealth Management LLC acquired a new position in shares of Quanta Services, Inc. (NYSE:PWR - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm…
21,738 Shares in Truist Financial Corporation $TFC Acquired by Partners Wealth Management LLC
Partners Wealth Management LLC purchased a new stake in shares of Truist Financial Corporation (NYSE:TFC - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 21,738 shares of the…
Partners Wealth Management LLC Purchases 17,684 Shares of Uber Technologies, Inc. $UBER
Partners Wealth Management LLC purchased a new position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
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