VCI Wealth Management LLC Lowers Stake in Tesla, Inc

1 day ago · VCI Wealth Management LLC trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 9.4% during the fourth quarter, according to its most recent …

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VCI Wealth Management LLC Lowers Stake In Tesla, Inc

3 weeks from now

1 day ago · VCI Wealth Management LLC trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 9.4% during the fourth quarter, according to its most recent …

marketbeat.com

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VCI Wealth Management LLC Cuts Holdings In Texas Instruments ...

3 weeks from now

5 days ago · VCI Wealth Management LLC cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 13.5% in the fourth quarter, according to the …

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Tesla Motors Shares Owned By VCI Wealth Management

3 weeks from now

Quarterly reported holdings in Tesla Motors by VCI Wealth Management . Quarter filed Position value Share count Share price at filing; 2023-12-31 $218k : 876 : 248.48 : More positions …

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Wealth Alliance Advisory Group LLC Sells 353 Shares Of Tesla, Inc ...

3 weeks from now

Jan 21, 2025 · Wealth Alliance Advisory Group LLC lessened its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.6% during the 4th quarter, according to its most recent …

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VCI Wealth Management LLC Lowers Stake In Ecolab Inc.

3 weeks from now

5 days ago · VCI Wealth Management LLC lessened its holdings in Ecolab Inc. (NYSE:ECL – Free Report) by 28.1% in the 4th quarter, HoldingsChannel.com reports. The institutional …

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VCI Wealth Management LLC Takes $1.56 Million Position In …

3 weeks from now

5 days ago · VCI Wealth Management LLC bought a new stake in shares of Agilent Technologies, Inc. (NYSE:A - Free Report) during the fourth quarter, according to the company in its most …

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Cornerstone Wealth Management LLC Lowers Holdings In Tesla, …

3 weeks from now

6 days ago · Cornerstone Wealth Management LLC cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.8% in the fourth quarter, Holdings Channel reports.The fund owned …

etfdailynews.com

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VCI Wealth Management LLC Sells 13,264 Shares Of Dominion …

3 weeks from now

5 days ago · VCI Wealth Management LLC lessened its stake in shares of Dominion Energy, Inc. (NYSE:D - Free Report) by 28.6% during the fourth quarter, according to its most recent …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

3 weeks from now

Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: Financial planning; Portfolio management; ... Firms with a lower ratio of clients per financial …

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Burford Capital Limited (NYSE:BUR) Insider Sells $43,830.00 In Stock

3 weeks from now

2 days ago · State Street Corp grew its stake in Burford Capital by 24.6% in the 3rd quarter. State Street Corp now owns 2,946,927 shares of the company's stock valued at $39,076,000 after …

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VCI Wealth Management LLC Has $1.74 Million Stake In Rockwell ...

3 weeks from now

5 days ago · VCI Wealth Management LLC increased its position in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 33.9% in the fourth quarter, according to its most recent 13F …

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Cibc World Market Inc. Lowers Stock Position In NextEra Energy, …

3 weeks from now

1 day ago · Reston Wealth Management LLC bought a new position in NextEra Energy in the third quarter worth about $27,000. Sugar Maple Asset Management LLC bought a new position in …

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FAQs about VCI Wealth Management LLC Lowers Stake in Tesla, Inc Coupon?

How many Tesla shares does Strategic Financial Concepts own?

The firm now holds 11.05 million shares, with a market value of approximately $2.89 billion. Similarly, Strategic Financial Concepts LLC increased its Tesla holdings by 21,816% in Q2, accumulating 5.9 million shares valued at $1.17 billion. ...

What percentage of Tesla's stock do institutional investors own?

Currently, institutional investors own around 66.2% of Tesla's stock, demonstrating continued confidence in the company despite varying shareholder positions. This article first appeared on GuruFocus. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...

How much money does Valley wealth managers manage?

Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. Valley Wealth Managers employs a dynamic investment approach that includes tactical allocation across various asset classes such as stocks, bonds, and cash reserves. ...

How much does a VWM investment strategy cost?

VWM offers various investment strategies with differing minimum account sizes: $500,000 for equity or fixed income Hallmark Investment Strategies, and $100,000 for strategies involving ETFs or those accessed through Envestnet, as well as for Wrap Programs. ...

Is circle wealth a fee-only financial advisor firm?

Circle Wealth is a fee-only financial advisor firm, meaning it only receives income from client fees. This avoids the conflicts of interest found at a fee-based firm, which can receive commissions for insurance or securities transactions. There is a $30 million account minimum. ...