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.
Centric Wealth Management Sells 90,514 Shares of Pfizer Inc. $PFE
Centric Wealth Management decreased its position in shares of Pfizer Inc. (NYSE:PFE - Free Report) by 74.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Sysco Corporation $SYY Shares Bought by AE Wealth Management LLC
AE Wealth Management LLC grew its holdings in shares of Sysco Corporation (NYSE:SYY - Free Report) by 320.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 79,589 shares of the company's stock…
Analog Devices, Inc. $ADI Shares Acquired by AE Wealth Management LLC
AE Wealth Management LLC raised its position in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 26.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,932 shares of…
Valley Wealth Managers Inc. Has $177,000 Holdings in Target Corporation $TGT
Valley Wealth Managers Inc. decreased its position in shares of Target Corporation (NYSE:TGT - Free Report) by 97.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Accenture PLC $ACN Shares Purchased by Centric Wealth Management
Centric Wealth Management grew its holdings in shares of Accenture PLC (NYSE:ACN - Free Report) by 617.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,691 shares of the information technology…
AE Wealth Management LLC Buys New Shares in State Street Corporation $STT
AE Wealth Management LLC purchased a new position in shares of State Street Corporation (NYSE:STT - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Vivid Wealth Management LLC Has $3.06 Million Stake in NVIDIA Corporation $NVDA
Vivid Wealth Management LLC lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 21.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
AE Wealth Management LLC Purchases 11,777 Shares of Lam Research Corporation $LRCX
AE Wealth Management LLC lifted its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 26.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 55,967…
Southern Company (The) $SO Shares Acquired by AE Wealth Management LLC
AE Wealth Management LLC increased its holdings in Southern Company (The) (NYSE:SO - Free Report) by 57.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,095 shares…
Johnson & Johnson $JNJ Shares Acquired by AE Wealth Management LLC
AE Wealth Management LLC increased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 11.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Alphabet Inc. $GOOGL Shares Acquired by MinichMacGregor Wealth Management LLC
MinichMacGregor Wealth Management LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 2,128.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
Amazon.com, Inc. $AMZN Stake Raised by Global Wealth Management Investment Advisory Inc.
Global Wealth Management Investment Advisory Inc. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 11.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
AE Wealth Management LLC Raises Holdings in TechnipFMC plc $FTI
AE Wealth Management LLC increased its holdings in TechnipFMC plc (NYSE:FTI - Free Report) by 38.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 183,603…
AE Wealth Management LLC Increases Stock Position in Newmont Corporation $NEM
AE Wealth Management LLC grew its stake in Newmont Corporation (NYSE:NEM - Free Report) by 11.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
AE Wealth Management LLC Raises Stock Holdings in Abbott Laboratories $ABT
AE Wealth Management LLC boosted its holdings in shares of Abbott Laboratories (NYSE:ABT - Free Report) by 20.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned…
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