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.

marketbeat.com - Brickley Wealth Management Grows Holdings in Apple Inc. $AAPL
Brickley Wealth Management Grows Holdings in Apple Inc. $AAPL
MarketBeat

Brickley Wealth Management lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…

marketbeat.com - Axxcess Wealth Management LLC Takes Position in Workday, Inc. $WDAY
Axxcess Wealth Management LLC Takes Position in Workday, Inc. $WDAY
MarketBeat

Axxcess Wealth Management LLC bought a new stake in shares of Workday, Inc. (NASDAQ:WDAY - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 9,004 shares of the software maker's…

marketbeat.com - FedEx Corporation $FDX Shares Purchased by Axxcess Wealth Management LLC
FedEx Corporation $FDX Shares Purchased by Axxcess Wealth Management LLC
MarketBeat

Axxcess Wealth Management LLC boosted its position in FedEx Corporation (NYSE:FDX - Free Report) by 99.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…

marketbeat.com - Nucor Corporation $NUE Shares Bought by Axxcess Wealth Management LLC
Nucor Corporation $NUE Shares Bought by Axxcess Wealth Management LLC
MarketBeat

Axxcess Wealth Management LLC raised its stake in Nucor Corporation (NYSE:NUE - Free Report) by 134.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,606 shares of…

marketbeat.com - Axxcess Wealth Management LLC Grows Position in Aflac Incorporated $AFL
Axxcess Wealth Management LLC Grows Position in Aflac Incorporated $AFL
MarketBeat

Axxcess Wealth Management LLC grew its stake in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 819.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,866 shares of the…

marketbeat.com - GDS Wealth Management Purchases 2,041 Shares of Amazon.com, Inc. $AMZN
GDS Wealth Management Purchases 2,041 Shares of Amazon.com, Inc. $AMZN
MarketBeat

GDS Wealth Management boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 132,676 shares of the e-commerce…

marketbeat.com - Axxcess Wealth Management LLC Purchases 9,996 Shares of Autodesk, Inc. $ADSK
Axxcess Wealth Management LLC Purchases 9,996 Shares of Autodesk, Inc. $ADSK
MarketBeat

Axxcess Wealth Management LLC increased its position in Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 1,465.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,678 shares of the…

marketbeat.com - Parker-Hannifin Corporation $PH Stake Raised by Axxcess Wealth Management LLC
Parker-Hannifin Corporation $PH Stake Raised by Axxcess Wealth Management LLC
MarketBeat

Axxcess Wealth Management LLC boosted its holdings in Parker-Hannifin Corporation (NYSE:PH - Free Report) by 216.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…

marketbeat.com - Axxcess Wealth Management LLC Buys 5,138 Shares of Adobe Inc. $ADBE
Axxcess Wealth Management LLC Buys 5,138 Shares of Adobe Inc. $ADBE
MarketBeat

Axxcess Wealth Management LLC boosted its stake in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 233.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…

marketbeat.com - Axxcess Wealth Management LLC Boosts Position in EMCOR Group, Inc. $EME
Axxcess Wealth Management LLC Boosts Position in EMCOR Group, Inc. $EME
MarketBeat

Axxcess Wealth Management LLC boosted its position in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 184.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,337 shares of the…

marketbeat.com - IDEXX Laboratories, Inc. $IDXX Shares Acquired by Axxcess Wealth Management LLC
IDEXX Laboratories, Inc. $IDXX Shares Acquired by Axxcess Wealth Management LLC
MarketBeat

Axxcess Wealth Management LLC lifted its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX - Free Report) by 312.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund…

marketbeat.com - Aprio Wealth Management LLC Buys 1,631 Shares of Microsoft Corporation $MSFT
Aprio Wealth Management LLC Buys 1,631 Shares of Microsoft Corporation $MSFT
MarketBeat

Aprio Wealth Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…

marketbeat.com - AMJ Financial Wealth Management Decreases Stake in Meta Platforms, Inc. $META
AMJ Financial Wealth Management Decreases Stake in Meta Platforms, Inc. $META
MarketBeat

AMJ Financial Wealth Management lowered its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 24.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 13,847 shares of the social…

marketbeat.com - Axxcess Wealth Management LLC Buys 21,075 Shares of Corteva, Inc. $CTVA
Axxcess Wealth Management LLC Buys 21,075 Shares of Corteva, Inc. $CTVA
MarketBeat

Axxcess Wealth Management LLC grew its stake in shares of Corteva, Inc. (NYSE:CTVA - Free Report) by 68.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 51,840 shares of the company's stock…

marketbeat.com - Axxcess Wealth Management LLC Increases Stake in General Mills, Inc. $GIS
Axxcess Wealth Management LLC Increases Stake in General Mills, Inc. $GIS
MarketBeat

Axxcess Wealth Management LLC lifted its stake in shares of General Mills, Inc. (NYSE:GIS - Free Report) by 343.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…

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