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.
Need to be extracted from the Middle East? Call your wealth manager
New York/Zurich | Wealth managers are increasingly helping their clients evacuate the Middle East since the beginning of the Iran conflict as part of a widening suite of services to rich investors. Cresset, which has more than $US237 billion…
Celestica, Inc. $CLS Shares Acquired by Spire Wealth Management
Spire Wealth Management lifted its stake in shares of Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 354.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Broadcom Inc. $AVGO Shares Purchased by Dakota Wealth Management
Dakota Wealth Management boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 28.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 147,361 shares of the semiconductor…
Ubiquiti Inc. $UI Shares Sold by Dakota Wealth Management
Dakota Wealth Management lowered its stake in shares of Ubiquiti Inc. (NYSE:UI - Free Report) by 68.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,002…
Rialto Wealth Management LLC Raises Stake in Apple Inc. $AAPL
Rialto Wealth Management LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 19.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 17,993 shares…
Abound Wealth Management Increases Stake in Microsoft Corporation $MSFT
Abound Wealth Management grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 23.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,617 shares of the…
Dakota Wealth Management Sells 105,154 Shares of Southern Company (The) $SO
Dakota Wealth Management decreased its position in shares of Southern Company (The) (NYSE:SO - Free Report) by 93.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,305…
Spire Wealth Management Raises Stock Position in Cencora, Inc. $COR
Spire Wealth Management boosted its holdings in shares of Cencora, Inc. (NYSE:COR - Free Report) by 221.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,753 shares…
Apple Inc. $AAPL Shares Acquired by JGP Wealth Management LLC
JGP Wealth Management LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 231,740 shares of the iPhone maker's…
ProShares UltraPro QQQ $TQQQ Position Increased by Spire Wealth Management
Spire Wealth Management boosted its holdings in ProShares UltraPro QQQ (NASDAQ:TQQQ - Free Report) by 4,456.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 28,657 shares of the exchange…
Dakota Wealth Management Sells 6,450 Shares of Alphabet Inc. $GOOG
Dakota Wealth Management decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
Silverlake Wealth Management LLC Sells 2,212 Shares of Apple Inc. $AAPL
Silverlake Wealth Management LLC reduced its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 59,918 shares of the iPhone maker's stock after selling…
Spire Wealth Management Cuts Holdings in Cadence Design Systems, Inc. $CDNS
Spire Wealth Management trimmed its position in Cadence Design Systems, Inc. (NASDAQ:CDNS - Free Report) by 64.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 6,224 shares of the software…
Spire Wealth Management Sells 6,727 Shares of The Home Depot, Inc. $HD
Spire Wealth Management cut its position in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 23.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 22,116…
Microsoft Corporation $MSFT is JGP Wealth Management LLC's 5th Largest Position
JGP Wealth Management LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 79,799 shares of the…
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