EP Wealth Advisors LLC Reduces Position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)
EP Wealth Advisors LLC lessened its holdings in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 4.2% in the 1st...
EP Wealth Advisors LLC Buys 1,757 Shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)
EP Wealth Advisors LLC raised its stake in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 29.5% during the first quarter, according...
EP Wealth Advisors LLC Purchases 1,089 Shares of Halliburton (NYSE:HAL)
EP Wealth Advisors LLC boosted its position in Halliburton (NYSE:HAL – Free Report) by 15.8% during the 1st quarter, according to the company in its...
EP Wealth Advisors LLC Sells 515 Shares of Nuveen ESG Small-Cap ETF (BATS:NUSC)
EP Wealth Advisors LLC lowered its position in shares of Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 6.5% during the first quarter, according...
Axxcess Wealth Management LLC Lowers Stock Position in National Storage Affiliates Trust (NYSE:NSA)
Axxcess Wealth Management LLC cut its stake in shares of National Storage Affiliates Trust (NYSE:NSA – Free Report) by 8.1% in the 1st quarter, according...
Axxcess Wealth Management LLC Sells 346 Shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)
Axxcess Wealth Management LLC lowered its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.4% during the 1st quarter, according to...