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.
Amphenol Corporation $APH Stock: Lyell Wealth Management LP Boosts Position
Lyell Wealth Management LP increased its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 99.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
22,605 Alphabet Inc. $GOOG Shares Acquired by Lyell Wealth Management LP
Lyell Wealth Management LP grew its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Amphenol Corporation $APH Holdings Increased by Parr Mcknight Wealth Management Group LLC
Parr Mcknight Wealth Management Group LLC raised its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 92.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Argonautica Private Wealth Management Inc. Buys 34,078 Shares of Amphenol Corporation $APH
Argonautica Private Wealth Management Inc. increased its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 98.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Broadcom Inc. $AVGO Shares Bought by VCI Wealth Management LLC
VCI Wealth Management LLC increased its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 8.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Invesco QQQ $QQQ Stock Bought by Horizon Wealth Management LLC
Horizon Wealth Management LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 20.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Argonautica Private Wealth Management Inc. Makes New Investment in Marvell Technology, Inc. $MRVL
Argonautica Private Wealth Management Inc. acquired a new stake in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Meta Platforms, Inc. $META Stock Position Decreased by Arta Finance Wealth Management LLC
Arta Finance Wealth Management LLC lowered its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 52.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned…
Federal Realty Investment Trust $FRT Stake Reduced by Argonautica Private Wealth Management Inc.
Argonautica Private Wealth Management Inc. decreased its stake in Federal Realty Investment Trust (NYSE:FRT - Free Report) by 92.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
Meta Platforms, Inc. $META Stock Acquired by Modera Wealth Management LLC
Modera Wealth Management LLC raised its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 20.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm…
Advanced Micro Devices, Inc. $AMD Stock Holdings Trimmed by Argonautica Private Wealth Management Inc.
Argonautica Private Wealth Management Inc. trimmed its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 8.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission…
2,785 Apple Inc. $AAPL Shares Purchased by Boyd Wealth Management LLC
Boyd Wealth Management LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 58.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Argonautica Private Wealth Management Inc. Makes New Investment in WEC Energy Group, Inc. $WEC
Argonautica Private Wealth Management Inc. purchased a new position in WEC Energy Group, Inc. (NYSE:WEC - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased…
Broadcom Inc. $AVGO Stock Position Raised by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co WEALTH MANAGEMENT LLC boosted its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 69,055 shares of…
East West Bancorp Bets on Cross-Border Payments and Wealth Management for Fee Growth
Banc of California Bets on Short-Term Pain East West Bancorp NASDAQ: EWBC is expanding its cross-border payments capabilities and building a fee-based wealth management business as it seeks to grow alongside trade and capital flows between Asia and…
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