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.
Evercore Wealth Management LLC Buys New Stake in Voyager Technologies, Inc. $VOYG
Evercore Wealth Management LLC acquired a new position in shares of Voyager Technologies, Inc. (NYSE:VOYG - Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 63,494 shares…
Collaborative Wealth Managment Inc. Lowers Position in Amazon.com, Inc. $AMZN
Collaborative Wealth Managment Inc. decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 69.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,456 shares of the e-commerce giant's…
Kanen Wealth Management LLC Grows Holdings in Immersion Corporation $IMMR
Kanen Wealth Management LLC lifted its stake in shares of Immersion Corporation (NASDAQ:IMMR - Free Report) by 51.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 709,000 shares of the software maker's stock…
Geneos Wealth Management Inc. Decreases Stake in Amazon.com, Inc. $AMZN
Geneos Wealth Management Inc. lessened its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
The Charles Schwab Corporation $SCHW Shares Sold by Evercore Wealth Management LLC
Evercore Wealth Management LLC decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 90.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
Angeles Wealth Management LLC Raises Stock Holdings in NVIDIA Corporation $NVDA
Angeles Wealth Management LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 13.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm…
Modern Wealth Management LLC Raises Stake in Meta Platforms, Inc. $META
Modern Wealth Management LLC increased its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
Kanen Wealth Management LLC Sells 466,403 Shares of The RealReal, Inc. $REAL
Kanen Wealth Management LLC lowered its position in The RealReal, Inc. (NASDAQ:REAL - Free Report) by 25.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,391,907…
Keebeck Wealth Management Boosts Stock Position in Meta Platforms, Inc. $META
Keebeck Wealth Management raised its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 24.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,735 shares…
Kanen Wealth Management LLC Grows Position in Xponential Fitness, Inc. $XPOF
Kanen Wealth Management LLC grew its stake in shares of Xponential Fitness, Inc. (NYSE:XPOF - Free Report) by 426.2% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 845,922 shares of…
Alphabet Inc. $GOOG Stock Position Cut by Evercore Wealth Management LLC
Evercore Wealth Management LLC cut its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 6.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 887,425 shares of the information…
Kanen Wealth Management LLC Purchases New Position in Zevia PBC $ZVIA
Kanen Wealth Management LLC acquired a new stake in Zevia PBC (NYSE:ZVIA - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Elite Wealth Management Inc. Sells 3,184 Shares of Alphabet Inc. $GOOG
Elite Wealth Management Inc. lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Carrier Global Corporation $CARR Position Trimmed by Evercore Wealth Management LLC
Evercore Wealth Management LLC decreased its holdings in Carrier Global Corporation (NYSE:CARR - Free Report) by 46.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 26,396 shares of the…
Quadrant Private Wealth Management LLC Grows Position in Alphabet Inc. $GOOGL
Quadrant Private Wealth Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 6.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
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