EP Wealth Advisors, LLC's ownership history for CI


EP Wealth Advisors, LLC currently holds 9.7K shares with a market value of $3.2M. It started holding CI on 2024-09-30. At its peak, it held 10.8K shares on 2024-09-30. Its highest holding value was $3.7M on 2024-09-30. At its lowest, it held 9.7K shares on 2025-06-30, with a value of $2.8M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 352.


EP Wealth Advisors, LLC's ownership history for CI