Wedmont Private Capital Increases Position in 3M (NYSE:MMM)

7 hours ago · Wedmont Private Capital lifted its holdings in shares of 3M (NYSE:MMM – Free Report) by 19.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,951 …

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Wedmont Private Capital Increases Position In 3M (NYSE:MMM)

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7 hours ago · Wedmont Private Capital lifted its holdings in shares of 3M (NYSE:MMM – Free Report) by 19.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,951 …

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Wedmont Private Capital Raises Stock Holdings In 3M (NYSE:MMM)

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Oct 13, 2024 · Wedmont Private Capital grew its stake in 3M (NYSE:MMM – Free Report) by 19.5% in the third quarter, according to the company in its most recent Form 13F filing with the …

americanbankingnews.com

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3M (NYSE:MMM) Shares Sold By IA Global Asset Management Inc.

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Dec 10, 2024 · Wedmont Private Capital acquired a new position in 3M in the second quarter valued at $215,000. M&G Plc grew its position in 3M by 28.3% during the second quarter. …

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Toronto Dominion Bank Purchases 15,112 Shares Of 3M …

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Dec 12, 2024 · Lantz Financial LLC increased its position in shares of 3M by 8.0% in the second quarter. Lantz Financial LLC now owns 2,469 shares of the conglomerate's stock valued at …

marketbeat.com

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Wilmington Savings Fund Society FSB Grows Position In 3M …

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Dec 12, 2024 · Lantz Financial LLC increased its position in shares of 3M by 8.0% in the second quarter. Lantz Financial LLC now owns 2,469 shares of the conglomerate's stock worth …

marketbeat.com

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WEDMONT PRIVATE CAPITAL Top 13F Holdings

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Wedmont Private Capital is a large advisory firm with 310 clients and discretionary assets under management (AUM) of $1,574,068,071 (Form ADV from 2024-02-27). Their last reported 13F …

whalewisdom.com

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Fast-Growing Flat Fee Firm Achieves Significant Milestone

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Jan 25, 2024 · Wedmont Private Capital (https://wedmont.com), one of the nation's largest flat fee private wealth management firms, has reached a significant milestone by surpassing $1.5 …

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Wedmont Private Capital Has $9.77 Million Stock Position In …

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2 days ago · Wedmont Private Capital boosted its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 11.2% in the fourth quarter, according to its most recent filing with the …

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Wedmont Private Capital Boosts Stock Position In Eli Lilly

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3 days ago · Wedmont Private Capital grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.8% during the fourth quarter, according to its most recent 13F filing with the …

techdows.com

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Wedmont Private Capital Increases Holdings In DuPont De …

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Oct 13, 2024 · Wedmont Private Capital increased its position in DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 8.7% during the 3rd quarter, according to the company in its …

americanbankingnews.com

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Cetera Advisors LLC Buys 2,495 Shares Of 3M (NYSE:MMM)

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Jun 13, 2023 · Cetera Advisors LLC increased its stake in 3M (NYSE:MMM – Get Rating) by 6.9% during the fourth quarter, HoldingsChannel reports. The firm owned 38,503 shares of the …

americanbankingnews.com

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Hodges Capital Management Inc. Increases Stock Position In 3M …

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Dec 9, 2024 · Hodges Capital Management Inc. boosted its stake in 3M (NYSE:MMM - Free Report) by 64.6% during the 3rd quarter, according to the company in its most recent filing …

marketbeat.com

FAQs about Wedmont Private Capital Increases Position in 3M (NYSE:MMM) Coupon?

Does wedmont private capital own 3M?

Wedmont Private Capital’s holdings in 3M were worth $387,000 as of its most recent filing with the Securities and Exchange Commission. Other hedge funds have also bought and sold shares of the company. D.A. Davidson & CO. boosted its stake in 3M by 16.2% in the third quarter. ...

Is wedmont private capital a good investment?

In addition to its notable flat fee structure, Wedmont Private Capital has gained recognition for its expertise in managing direct indexed portfolios. Direct indexing attempts to replicate passive benchmarks using individual stocks, which has the ability to significantly outperform these benchmarks on an after-tax basis. ...

Is wedmont the fastest growing private company in America?

PHILADELPHIA, Aug. 15, 2024 /PRNewswire/ -- Inc. has revealed that Wedmont Private Capital, the nation's largest flat fee Registered Investment Advisor (RIA), ranks No. 316 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. "This is an exciting honor," said Wedmont co-founder James Pelletier. ...

How much does wedmont wealth management cost?

Wedmont serves successful families nationwide, providing comprehensive wealth planning and investment management services at a fixed annual fee of $12,500. In addition to its flat fee, the firm's expertise in direct indexing sets it apart from traditional wealth management firms. ...

How much does a wedmont advisor cost?

Unlike traditional firms where clients pay a percentage of their assets to their advisor every year, Wedmont charges clients an annual fixed flat fee of $12,500, providing high-net-worth families nationwide with comprehensive wealth planning and investment management services at a fraction of the cost of most other firms. ...

How much did 3M (MMM) earn in a quarter?

3M (NYSE:MMM – Get Free Report) last posted its quarterly earnings data on Tuesday, October 22nd. The conglomerate reported $1.98 earnings per share for the quarter, beating the consensus estimate of $1.93 by $0.05. 3M had a net margin of 15.37% and a return on equity of 104.66%. ...