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.

fool.com - Jake Lerch - Wealth Manager Doubles Down on Fixed-Income ETF, With $10.3 Million Buy, According to Latest SEC Filing
Wealth Manager Doubles Down on Fixed-Income ETF, With $10.3 Million Buy, According to Latest SEC Filing
The Motley Fool

On April 20, 2026, Apella Capital, LLC disclosed a purchase of 195,309 shares of Dimensional Global ex U.S. Core Fixed Income ETF (DFGX 0.31%), with an estimated transaction value of $10.34 million based on the quarterly average price. According to…

marketbeat.com - AE Wealth Management LLC Sells 230,957 Shares of LXP Industrial Trust $LXP
AE Wealth Management LLC Sells 230,957 Shares of LXP Industrial Trust $LXP
MarketBeat

AE Wealth Management LLC cut its stake in shares of LXP Industrial Trust (NYSE:LXP - Free Report) by 79.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…

marketbeat.com - AE Wealth Management LLC Cuts Stock Holdings in Teva Pharmaceutical Industries Ltd. $TEVA
AE Wealth Management LLC Cuts Stock Holdings in Teva Pharmaceutical Industries Ltd. $TEVA
MarketBeat

AE Wealth Management LLC trimmed its holdings in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA - Free Report) by 41.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.

marketbeat.com - Westwood Wealth Management Sells 22,815 Shares of Apple Inc. $AAPL
Westwood Wealth Management Sells 22,815 Shares of Apple Inc. $AAPL
MarketBeat

Westwood Wealth Management decreased its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 48.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 24,469 shares of the iPhone maker's stock…

wealthmanagement.com - Patrick Donachie - HWB Partners Joins Baird Wealth Management Team
HWB Partners Joins Baird Wealth Management Team
Wealth Management

A $1 billion team offering high-net-worth wealth management services (with specialties in sports-focused advisory services) is joining Baird's private wealth management business. HWB Partners is based in Indianapolis and includes directors and…

marketbeat.com - Revisor Wealth Management LLC Purchases 4,593 Shares of Tesla, Inc. $TSLA
Revisor Wealth Management LLC Purchases 4,593 Shares of Tesla, Inc. $TSLA
MarketBeat

Revisor Wealth Management LLC raised its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 74.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,774…

marketbeat.com - AE Wealth Management LLC Increases Position in Strategy Inc $MSTR
AE Wealth Management LLC Increases Position in Strategy Inc $MSTR
MarketBeat

AE Wealth Management LLC lifted its position in Strategy Inc (NASDAQ:MSTR - Free Report) by 626.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Tower View Wealth Management LLC Buys 8,233 Shares of Broadcom Inc. $AVGO
Tower View Wealth Management LLC Buys 8,233 Shares of Broadcom Inc. $AVGO
MarketBeat

Tower View Wealth Management LLC increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 10,164.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…

marketbeat.com - AE Wealth Management LLC Grows Stake in Johnson & Johnson $JNJ
AE Wealth Management LLC Grows Stake in Johnson & Johnson $JNJ
MarketBeat

AE Wealth Management LLC raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 490,135…

marketbeat.com - Pilgrim's Pride Corporation $PPC Shares Bought by AE Wealth Management LLC
Pilgrim's Pride Corporation $PPC Shares Bought by AE Wealth Management LLC
MarketBeat

AE Wealth Management LLC raised its position in Pilgrim's Pride Corporation (NASDAQ:PPC - Free Report) by 164.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 60,718 shares of the company's stock after…

marketbeat.com - AE Wealth Management LLC Sells 10,741 Shares of Crh Plc $CRH
AE Wealth Management LLC Sells 10,741 Shares of Crh Plc $CRH
MarketBeat

AE Wealth Management LLC decreased its holdings in Crh Plc (NYSE:CRH - Free Report) by 33.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned…

marketbeat.com - AE Wealth Management LLC Purchases New Holdings in Incyte Corporation $INCY
AE Wealth Management LLC Purchases New Holdings in Incyte Corporation $INCY
MarketBeat

AE Wealth Management LLC purchased a new stake in Incyte Corporation (NASDAQ:INCY - Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 26,995 shares of the biopharmaceutical company's…

marketbeat.com - AE Wealth Management LLC Acquires 16,489 Shares of ServiceNow, Inc. $NOW
AE Wealth Management LLC Acquires 16,489 Shares of ServiceNow, Inc. $NOW
MarketBeat

AE Wealth Management LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 432.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,304 shares of the information…

marketbeat.com - Eli Lilly and Company $LLY Shares Bought by AE Wealth Management LLC
Eli Lilly and Company $LLY Shares Bought by AE Wealth Management LLC
MarketBeat

AE Wealth Management LLC increased its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 4.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned…

marketbeat.com - AE Wealth Management LLC Cuts Stock Holdings in Centrus Energy Corp. $LEU
AE Wealth Management LLC Cuts Stock Holdings in Centrus Energy Corp. $LEU
MarketBeat

AE Wealth Management LLC lowered its position in Centrus Energy Corp. (NYSE:LEU - Free Report) by 56.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…

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