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.
Apple Inc. $AAPL Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC decreased its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 769,372 shares of the…
Curry Webb Wealth Management LLC Takes Position in Citigroup Inc. $C
Curry Webb Wealth Management LLC acquired a new stake in Citigroup Inc. (NYSE:C - Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 9,420 shares of the company's…
Curry Webb Wealth Management LLC Takes Position in Eli Lilly and Company $LLY
Curry Webb Wealth Management LLC acquired a new position in Eli Lilly and Company (NYSE:LLY - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Modera Wealth Management LLC Has $139.77 Million Holdings in Microsoft Corporation $MSFT
Modera Wealth Management LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Gibbs Wealth Management Purchases 19,904 Shares of Alphabet Inc. $GOOGL
Gibbs Wealth Management raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 134.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
Curry Webb Wealth Management LLC Takes Position in Huntington Bancshares Incorporated $HBAN
Curry Webb Wealth Management LLC bought a new position in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN - Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor bought 204,746…
Infrastructure Investing: Betting On The Systems Behind The Future
Bill Capuzzi is the CEO of Apex Fintech Solutions, advancing digital custody, clearing, and wealthtech for the next generation. The next decade's biggest investment themes share one thing in common: They're all infrastructure stories.…
Modern Wealth Management LLC Grows Stake in Alphabet Inc. $GOOGL
Modern Wealth Management LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 135,293 shares of the information…
Visa Inc. $V Shares Acquired by Positano Wealth Management Ltd
Positano Wealth Management Ltd increased its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 25.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 48,901 shares of the…
Steelhead Wealth Management LLC Buys Shares of 95,569 Bowhead Specialty Holdings Inc. $BOW
Steelhead Wealth Management LLC bought a new stake in Bowhead Specialty Holdings Inc. (NYSE:BOW - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm…
Bartlett & CO. Wealth Management LLC Sells 34,583 Shares of Apple Inc. $AAPL
Bartlett & CO. Wealth Management LLC cut its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
Steelhead Wealth Management LLC Purchases Shares of 5,714 RTX Corporation $RTX
Steelhead Wealth Management LLC purchased a new stake in RTX Corporation (NYSE:RTX - Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,714 shares of the…
Keebeck Wealth Management Has $6.16 Million Holdings in Alphabet Inc. $GOOGL
Keebeck Wealth Management boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 25.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Western Wealth Management LLC Increases Stock Position in Intel Corporation $INTC
Western Wealth Management LLC lifted its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 57.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Positano Wealth Management Ltd Acquires 29,546 Shares of Salesforce Inc. $CRM
Positano Wealth Management Ltd raised its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 234.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Receive a Daily briefing on Wealth Management Industry News
Get Started