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EP Wealth Advisors LLC Invests $525,000 in Confluent, Inc. (NASDAQ:CFLT)
ETF DAILY NEWS· 6 hours agoEP Wealth Advisors LLC acquired a new position in shares of Confluent, Inc. (NASDAQ:CFLT – Free...
Robo Advisor vs. Online Financial Advisor: What's the Difference?
US News & World Report· 20 hours agoRobo advisors appeared on the financial advising scene roughly 15 years ago to offer fee-conscious individuals access to well-crafted investment portfolios ...
Scarborough Advisors LLC Purchases New Holdings in Realty Income Co. (NYSE:O)
ETF DAILY NEWS· 5 hours agoScarborough Advisors LLC purchased a new stake in Realty Income Co. (NYSE:O – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC.
B. Riley Wealth Advisors Inc. Has $1.71 Million Stake in Weyerhaeuser (NYSE:WY)
ETF DAILY NEWS· 5 hours agoThe institutional investor owned 49,248 shares of the real estate investment trust’s stock after...
B. Riley Wealth Advisors Inc. Purchases 4,414 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)
ETF DAILY NEWS· 5 hours agoB. Riley Wealth Advisors Inc. grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 10.3% in the fourth quarter, according to its most recent 13F filing ...
Integrated Advisors Network LLC Makes New Investment in Equifax Inc. (NYSE:EFX)
ETF DAILY NEWS· 6 hours agoIntegrated Advisors Network LLC acquired a new position in shares of Equifax Inc. (NYSE:EFX – Free...
Cummins Inc. (NYSE:CMI) Shares Sold by EP Wealth Advisors LLC
ETF DAILY NEWS· 5 hours agoEP Wealth Advisors LLC lowered its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 17.5% in the...
Here’s Why RGA Investment Advisors Sold Some of its Holdings in Meta Platforms (META)
Insider Monkey via Yahoo Finance· 2 days agoRGA Investment Advisors, an investment management company released its first quarter 2024 investor...
EP Wealth Advisors LLC Makes New Investment in Garmin Ltd. (NYSE:GRMN)
ETF DAILY NEWS· 6 hours agoEP Wealth Advisors LLC bought a new position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) in the 4th quarter, according to the company in its most recent filing with ...
EP Wealth Advisors LLC Purchases 1,587 Shares of Enbridge Inc. (NYSE:ENB)
ETF DAILY NEWS· 5 hours agoEP Wealth Advisors LLC grew its position in Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 15.9% in the fourth quarter, according to its most recent filing with the SEC ...