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.
Broadcom Inc. $AVGO Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Jamison Private Wealth Management Inc. Reduces Position in NVIDIA Corporation $NVDA
Jamison Private Wealth Management Inc. decreased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Diversify Wealth Management LLC Buys 26,183 Shares of PepsiCo, Inc. $PEP
Diversify Wealth Management LLC raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 72.2% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 62,431 shares…
Diversify Wealth Management LLC Acquires 45,742 Shares of Qualcomm Incorporated $QCOM
Diversify Wealth Management LLC lifted its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 151.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 75,936 shares of the…
Axxcess Wealth Management LLC Sells 14,856 Shares of Alphabet Inc. $GOOG
Axxcess Wealth Management LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Diversify Wealth Management LLC Boosts Stock Holdings in SoFi Technologies, Inc. $SOFI
Diversify Wealth Management LLC lifted its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 5,982.7% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 1,043,372 shares of the company's stock…
Diversify Wealth Management LLC Has $27.09 Million Stake in Booking Holdings Inc. $BKNG
Diversify Wealth Management LLC boosted its position in shares of Booking Holdings Inc. (NASDAQ:BKNG - Free Report) by 14,195.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor…
Kiley Juergens Wealth Management LLC Invests $3.11 Million in Meta Platforms, Inc. $META
Kiley Juergens Wealth Management LLC bought a new position in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 5,438…
Apple Inc. $AAPL Shares Purchased by DeLarme Wealth Management Inc.
DeLarme Wealth Management Inc. increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 120.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned…
Diversify Wealth Management LLC Boosts Position in Mastercard Incorporated $MA
Diversify Wealth Management LLC lifted its position in Mastercard Incorporated (NYSE:MA - Free Report) by 116.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Diversify Wealth Management LLC Grows Position in CocaCola Company (The) $KO
Diversify Wealth Management LLC grew its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 166.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 154,305…
Diversify Wealth Management LLC Grows Position in Sunrun Inc. $RUN
Diversify Wealth Management LLC lifted its holdings in shares of Sunrun Inc. (NASDAQ:RUN - Free Report) by 77.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Walmart Inc. $WMT Shares Sold by Darwin Wealth Management LLC
Darwin Wealth Management LLC lowered its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 85.8% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 2,350 shares of the retailer's stock…
ServiceNow, Inc. $NOW Shares Bought by Diversify Wealth Management LLC
Diversify Wealth Management LLC increased its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 97.3% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Able Wealth Management LLC Buys Shares of 4,526 Amazon.com, Inc. $AMZN
Able Wealth Management LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,526 shares…
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