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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· 9 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· 10 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· 9 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 ...
158,004 Shares in CION Investment Co. (NYSE:CION) Purchased by HighPoint Advisor Group LLC
ETF DAILY NEWS· 8 hours agoHighPoint Advisor Group LLC purchased a new position in CION Investment Co. (NYSE:CION – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities ...
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....