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Wealth management firm to open its 1st Florida office in West Palm Beach - South Florida Business...
The Business Journals· 3 days agoA national wealth management firm that manages $5.5 billion in assets with over $250 million based...
EP Wealth Advisors LLC Purchases 1,184 Shares of Royce Micro-Cap Trust, Inc. (NYSE:RMT)
ETF DAILY NEWS· 12 hours agoEP Wealth Advisors LLC raised its position in shares of Royce Micro-Cap Trust, Inc. (NYSE:RMT – Free Report) by 2.3% in the fourth quarter, according to the company in its ...
Austin Wealth Management LLC Takes Position in Xometry, Inc. (NASDAQ:XMTR)
ETF DAILY NEWS· 3 days agoAustin Wealth Management LLC acquired a new stake in Xometry, Inc. (NASDAQ:XMTR – Free Report)...
Cove Private Wealth LLC Invests $2.88 Million in Visa Inc. (NYSE:V)
ETF DAILY NEWS· 1 day ago(NYSE:V – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC....
Virtu Financial LLC Takes $466,000 Position in Energy Fuels Inc. (NYSE:UUUU)
ETF DAILY NEWS· 13 hours agoVirtu Financial LLC acquired a new stake in Energy Fuels Inc. (NYSE:UUUU – Free Report) in the 4th...
Fisher Asset Management LLC Sells 8,867 Shares of Simpson Manufacturing Co., Inc. (NYSE:SSD)
ETF DAILY NEWS· 1 day agoThe firm owned 159,373 shares of the construction company’s stock after selling 8,867 shares during...
Congress Asset Management Co. MA Has $314,000 Holdings in Generac Holdings Inc. (NYSE:GNRC)
ETF DAILY NEWS· 12 hours agoCongress Asset Management Co. MA grew its position in Generac Holdings Inc. (NYSE:GNRC – Free Report) by 25.5% during the 4th quarter, according to its most recent Form 13F ...
iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stock Position Cut by WNY Asset Management LLC
ETF DAILY NEWS· 4 days agoWNY Asset Management LLC trimmed its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 4.0% during the fourth quarter, according to its most ...
Wellington Management Group LLP Grows Stock Holdings in Expeditors International of Washington, Inc....
ETF DAILY NEWS· 1 day agoWellington Management Group LLP boosted its stake in Expeditors International of Washington, Inc....
Applied Materials, Inc. (NASDAQ:AMAT) Shares Sold by B. Riley Wealth Advisors Inc.
ETF DAILY NEWS· 1 day agoB. Riley Wealth Advisors Inc.’s holdings in Applied Materials were worth $2,347,000 as of its most recent filing with the Securities & Exchange Commission. Atlantic Edge Private ...