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Image about 4,259 Shares in Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG) Purchased by EP Wealth Advisors LLC

4,259 Shares in Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG) Purchased by EP Wealth Advisors LLC

EP Wealth Advisors LLC bought a new position in shares of Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image about EP Wealth Advisors LLC Lowers Stock Position in Vanguard Russell 1000 Value (NASDAQ:VONV)

EP Wealth Advisors LLC Lowers Stock Position in Vanguard Russell 1000 Value (NASDAQ:VONV)

EP Wealth Advisors LLC cut its holdings in shares of Vanguard Russell 1000 Value (NASDAQ:VONV – Free Report) by 20.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about EP Wealth Advisors LLC Invests $155,000 in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)

EP Wealth Advisors LLC Invests $155,000 in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)

EP Wealth Advisors LLC purchased a new position in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about Snap Inc. (NYSE:SNAP) Shares Bought by EP Wealth Advisors LLC

Snap Inc. (NYSE:SNAP) Shares Bought by EP Wealth Advisors LLC

EP Wealth Advisors LLC lifted its stake in shares of Snap Inc. (NYSE:SNAP – Free Report) by 54.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,025... More of this article »
Image about EP Wealth Advisors LLC Acquires Shares of 6,688 Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

EP Wealth Advisors LLC Acquires Shares of 6,688 Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

EP Wealth Advisors LLC bought a new stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image about EP Wealth Advisors LLC Invests $147,000 in Cohen & Steers Closed-End Opportunity Fund, Inc. (NYSE:FOF)

EP Wealth Advisors LLC Invests $147,000 in Cohen & Steers Closed-End Opportunity Fund, Inc. (NYSE:FOF)

EP Wealth Advisors LLC acquired a new stake in Cohen & Steers Closed-End Opportunity Fund, Inc. (NYSE:FOF – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image about EP Wealth Advisors LLC Has $147,000 Stock Holdings in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

EP Wealth Advisors LLC Has $147,000 Stock Holdings in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

EP Wealth Advisors LLC cut its stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 99.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about EP Wealth Advisors LLC Invests $139,000 in iShares MSCI Japan ETF (NYSEARCA:EWJ)

EP Wealth Advisors LLC Invests $139,000 in iShares MSCI Japan ETF (NYSEARCA:EWJ)

EP Wealth Advisors LLC acquired a new position in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Everest Group, Ltd. (NYSE:EG) Given Average Rating of “Moderate Buy” by Brokerages

Everest Group, Ltd. (NYSE:EG) Given Average Rating of “Moderate Buy” by Brokerages

Everest Group, Ltd. (NYSE:EG – Get Free Report) has earned an average rating of “Moderate Buy” from the seven ratings firms that are currently covering the firm, Marketbeat Ratings reports. Three analysts have rated... More of this article »
Image about Jamf Holding Corp. (NASDAQ:JAMF) Receives Average Recommendation of “N/A” from Analysts

Jamf Holding Corp. (NASDAQ:JAMF) Receives Average Recommendation of “N/A” from Analysts

Shares of Jamf Holding Corp. (NASDAQ:JAMF – Get Free Report) have been assigned an average rating of “N/A” from the zero analysts that are presently covering the company, Marketbeat reports. A number of research... More of this article »
Image about Federated Hermes, Inc. (NYSE:FHI) Given Consensus Recommendation of “Moderate Buy” by Analysts

Federated Hermes, Inc. (NYSE:FHI) Given Consensus Recommendation of “Moderate Buy” by Analysts

Federated Hermes, Inc. (NYSE:FHI – Get Free Report) has earned an average recommendation of “Moderate Buy” from the six brokerages that are covering the stock, Marketbeat reports. Three analysts have rated the stock... More of this article »
Image about AAR Corp. (NYSE:AIR) Receives Average Rating of “Buy” from Analysts

AAR Corp. (NYSE:AIR) Receives Average Rating of “Buy” from Analysts

AAR Corp. (NYSE:AIR – Get Free Report) has been assigned an average rating of “Buy” from the five analysts that are currently covering the stock, MarketBeat.com reports. Five equities research analysts have rated... More of this article »
Image about EP Wealth Advisors LLC Takes $134,000 Position in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

EP Wealth Advisors LLC Takes $134,000 Position in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

EP Wealth Advisors LLC purchased a new stake in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image about Outlook Therapeutics, Inc. (NASDAQ:OTLK) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Outlook Therapeutics, Inc. (NASDAQ:OTLK) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Outlook Therapeutics, Inc. (NASDAQ:OTLK – Get Free Report) has received an average recommendation of “Moderate Buy” from the eight ratings firms that are currently covering the company, Marketbeat reports. Two research... More of this article »
Image about EP Wealth Advisors LLC Purchases New Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

EP Wealth Advisors LLC Purchases New Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

EP Wealth Advisors LLC purchased a new stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm purchased 1,794 shares of... More of this article »