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Image about Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) Shares Sold by EP Wealth Advisors LLC

Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC decreased its holdings in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 35.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about EP Wealth Advisors LLC Takes $188,000 Position in Vanguard Communication Services ETF (NYSEARCA:VOX)

EP Wealth Advisors LLC Takes $188,000 Position in Vanguard Communication Services ETF (NYSEARCA:VOX)

EP Wealth Advisors LLC purchased a new stake in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image about Airbnb, Inc. (NASDAQ:ABNB) Shares Sold by EP Wealth Advisors LLC

Airbnb, Inc. (NASDAQ:ABNB) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC reduced its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 98.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Apple Inc. (NASDAQ:AAPL) Stock Position Lifted by EP Wealth Advisors LLC

Apple Inc. (NASDAQ:AAPL) Stock Position Lifted by EP Wealth Advisors LLC

EP Wealth Advisors LLC raised its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 10.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Squarespace, Inc. (NYSE:SQSP) General Counsel Courtenay O’connor Sells 20,622 Shares of Stock

Squarespace, Inc. (NYSE:SQSP) General Counsel Courtenay O’connor Sells 20,622 Shares of Stock

Squarespace, Inc. (NYSE:SQSP – Get Free Report) General Counsel Courtenay O’connor sold 20,622 shares of the company’s stock in a transaction that occurred on Thursday, March 14th. The stock was sold at an average... More of this article »
Image about Gartner, Inc. (NYSE:IT) EVP Claire Herkes Sells 1,460 Shares

Gartner, Inc. (NYSE:IT) EVP Claire Herkes Sells 1,460 Shares

Gartner, Inc. (NYSE:IT – Get Free Report) EVP Claire Herkes sold 1,460 shares of the business’s stock in a transaction on Thursday, March 14th. The shares were sold at an average price of $475.76, for a total transaction... More of this article »
Image about Qualys, Inc. (NASDAQ:QLYS) CEO Sumedh S. Thakar Sells 4,120 Shares

Qualys, Inc. (NASDAQ:QLYS) CEO Sumedh S. Thakar Sells 4,120 Shares

Qualys, Inc. (NASDAQ:QLYS – Get Free Report) CEO Sumedh S. Thakar sold 4,120 shares of the business’s stock in a transaction on Thursday, March 14th. The stock was sold at an average price of $167.62, for a total value... More of this article »
Image about Valero Energy Sees Unusually High Options Volume (NYSE:VLO)

Valero Energy Sees Unusually High Options Volume (NYSE:VLO)

Valero Energy Co. (NYSE:VLO – Get Free Report) saw unusually large options trading activity on Monday. Investors acquired 28,055 call options on the company. This is an increase of 129% compared to the average daily volume of... More of this article »
Image about EP Wealth Advisors LLC Reduces Stock Holdings in Carnival Co. & plc (NYSE:CCL)

EP Wealth Advisors LLC Reduces Stock Holdings in Carnival Co. & plc (NYSE:CCL)

EP Wealth Advisors LLC reduced its stake in Carnival Co. & plc (NYSE:CCL – Free Report) by 18.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image about EP Wealth Advisors LLC Has $124.13 Million Holdings in Amazon.com, Inc. (NASDAQ:AMZN)

EP Wealth Advisors LLC Has $124.13 Million Holdings in Amazon.com, Inc. (NASDAQ:AMZN)

EP Wealth Advisors LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 21.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about 5,960 Shares in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV) Acquired by EP Wealth Advisors LLC

5,960 Shares in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV) Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC bought a new position in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,960... More of this article »
Image about EP Wealth Advisors LLC Purchases 2,859 Shares of BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC)

EP Wealth Advisors LLC Purchases 2,859 Shares of BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC)

EP Wealth Advisors LLC boosted its position in BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC – Free Report) by 28.6% in the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image about EP Wealth Advisors LLC Purchases Shares of 3,519 Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

EP Wealth Advisors LLC Purchases Shares of 3,519 Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

EP Wealth Advisors LLC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image about Invesco Dorsey Wright Healthcare Momentum ETF (NASDAQ:PTH) Shares Sold by EP Wealth Advisors LLC

Invesco Dorsey Wright Healthcare Momentum ETF (NASDAQ:PTH) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC lowered its stake in Invesco Dorsey Wright Healthcare Momentum ETF (NASDAQ:PTH – Free Report) by 67.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image about EP Wealth Advisors LLC Sells 17,056 Shares of Chimera Investment Co. (NYSE:CIM)

EP Wealth Advisors LLC Sells 17,056 Shares of Chimera Investment Co. (NYSE:CIM)

EP Wealth Advisors LLC reduced its holdings in shares of Chimera Investment Co. (NYSE:CIM – Free Report) by 43.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »