U.S. Capital Wealth Advisors LLC Sells 299 Shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)
U.S. Capital Wealth Advisors LLC cut its stake in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) ...
Insurancenewsnet.com9d
U.S. Capital Wealth Advisors LLC Takes $609,000 Position in Shopify Inc. (NYSE:SHOP)
U.S. Capital Wealth Advisors LLC acquired a new stake in shares of Shopify Inc. (NYSE:SHOP - Free Report) TSE: SHOP in the ...
Insurancenewsnet.com9d
U.S. Capital Wealth Advisors LLC Invests $468,000 in LyondellBasell Industries (NYSE:LYB)
U.S. Capital Wealth Advisors LLC bought a new stake in LyondellBasell Industries (NYSE:LYB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with ...
Apollon Wealth Management LLC Takes Position in Oxford Lane Capital Corp. (NASDAQ:OXLC)
Apollon Wealth Management LLC acquired a new stake in Oxford Lane Capital Corp. (NASDAQ:OXLC – Free Report) in the fourth ...
WealthManagement.com9d
EP Wealth Starts 2025 with $500M Nashville Acquisition
CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...
Morningstar11d
EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC
has announced the acquisition of Criterion Capital Advisors, LLC (“Criterion”) in Nashville, Tennessee. This marks EP Wealth’s first partnership of 2025, its first office in Tennessee ...