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.
NVIDIA Corporation $NVDA Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC cut its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 197,695…
MercadoLibre, Inc. $MELI Shares Sold by Spire Wealth Management
Spire Wealth Management decreased its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 90.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
Spire Wealth Management Decreases Position in Spotify Technology $SPOT
Spire Wealth Management decreased its position in Spotify Technology (NYSE:SPOT - Free Report) by 90.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 688 shares of the company's stock after selling…
Spire Wealth Management Purchases 9,076 Shares of Broadcom Inc. $AVGO
Spire Wealth Management grew its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 109,737 shares of the semiconductor…
Spire Wealth Management Reduces Holdings in Rocket Companies, Inc. $RKT
Spire Wealth Management reduced its stake in shares of Rocket Companies, Inc. (NYSE:RKT - Free Report) by 91.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,317…
Alphabet Inc. $GOOGL is Dakota Wealth Management's 7th Largest Position
Dakota Wealth Management raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 15.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 265,452…
Alphabet Inc. $GOOGL Shares Sold by CMH Wealth Management LLC
CMH Wealth Management LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned…
Apple Inc. $AAPL Shares Sold by Edge Wealth Management LLC
Edge Wealth Management LLC cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 181,773 shares of…
Spire Wealth Management Has $400,000 Stake in Texas Instruments Incorporated $TXN
Spire Wealth Management trimmed its stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 71.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,307 shares of the…
Guided Capital Wealth Management LLC Takes $2.66 Million Position in Huntington Ingalls Industries, Inc. $HII
Guided Capital Wealth Management LLC acquired a new position in Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired…
MOR Wealth Management LLC Acquires New Shares in Eli Lilly and Company $LLY
MOR Wealth Management LLC bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought…
Spire Wealth Management Has $32.77 Million Stock Position in Alphabet Inc. $GOOG
Spire Wealth Management raised its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Trims Holdings in Texas Instruments Incorporated $TXN
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 13.2% during the 4th quarter, according to its most recent filing with the Securities…
Baron Wealth Management LLC Has $1.95 Million Stake in Broadcom Inc. $AVGO
Baron Wealth Management LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 55.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,639 shares of the semiconductor…
Pinnacle Wealth Management LLC Takes Position in Caterpillar Inc. $CAT
Pinnacle Wealth Management LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
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