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Tag: wealth

Amazon.com, Inc. $AMZN Stock Purchased by Simplicity Wealth LLC
Amazon Web Services

Amazon.com, Inc. $AMZN Stock Purchased by Simplicity Wealth LLC

vm_adminNovember 10, 2026

Simplicity Wealth LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 14.1% during the 3rd quarter, according…

Amazon.com, Inc. $AMZN Stock Purchased by Simplicity Wealth LLC
Amazon Web Services

Amazon.com, Inc. $AMZN Stock: One Wealth Capital Management LLC Reduces Stake

vm_adminNovember 9, 2026

One Wealth Capital Management LLC decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 15.6% in…

Broadcom Inc. $AVGO Stock Position Reduced by Brady Family Wealth LLC
Broadcom

Broadcom Inc. $AVGO Stock Position Reduced by Brady Family Wealth LLC

vm_adminNovember 9, 2026

By MarketBeat Publication Date: 2026-11-09 08:48:00 Brady Family Wealth LLC trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO –…

Elite Wealth Management Inc. Acquires 17,136 Shares of Cisco Systems, Inc. $CSCO
Cisco

Elite Wealth Management Inc. Acquires 17,136 Shares of Cisco Systems, Inc. $CSCO

vm_adminNovember 9, 2026

By MarketBeat Publication Date: 2026-11-09 09:05:00 Elite Wealth Management Inc. grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free…

Amazon.com, Inc. $AMZN Stock Purchased by Simplicity Wealth LLC
Amazon Web Services

Amazon.com, Inc. $AMZN Stock: Private Wealth Partners LLC Boosts Position

vm_adminNovember 8, 2026

Private Wealth Partners LLC increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 1.0% during the…

2,569 International Business Machines Corporation $IBM Shares Sold by Calamos Wealth Management LLC
IBM

2,569 International Business Machines Corporation $IBM Shares Sold by Calamos Wealth Management LLC

vm_adminNovember 8, 2026

By MarketBeat Publication Date: 2026-11-08 08:57:00 Calamos Wealth Management LLC trimmed its stake in International Business Machines Corporation (NYSE:IBM –…

Amazon.com, Inc. $AMZN Stock Purchased by Simplicity Wealth LLC
Amazon Web Services

Amazon.com, Inc. $AMZN Stock: Core Wealth Management Inc. Cuts Holdings

vm_adminNovember 8, 2026

Core Wealth Management Inc. decreased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 66.2% during the…

Amazon.com, Inc. $AMZN Stock Purchased by Simplicity Wealth LLC
Amazon Web Services

Amazon.com, Inc. $AMZN Stock Bought by Fifth Third Wealth Advisors LLC

vm_adminNovember 8, 2026

Fifth Third Wealth Advisors LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 2.7% in…

Broadcom Inc. $AVGO Stock Position Reduced by Brady Family Wealth LLC
Broadcom

1,788 Broadcom Inc. $AVGO Shares Acquired by Watershed Private Wealth LLC

vm_adminNovember 8, 2026

By MarketBeat Publication Date: 2026-11-07 16:16:00 Watershed Private Wealth LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report)…

Broadcom Inc. $AVGO Stock Position Reduced by Brady Family Wealth LLC
Broadcom

Broadcom Inc. $AVGO Stock Purchased by Lyell Wealth Management LP

vm_adminNovember 8, 2026

By MarketBeat Publication Date: 2026-11-07 16:16:00 Lyell Wealth Management LP raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO –…

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