EP Wealth Advisors, LLC's ownership history for CVIE

EP Wealth Advisors, LLC currently holds 171.1K shares with a market value of $12.4M. It started holding CVIE on 2024-09-30. At its peak, it held 171.1K shares on 2026-03-31. Its highest holding value was $12.4M on 2026-03-31. At its lowest, it held 36.1K shares on 2025-12-31, with a value of $2.6M on 2025-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 130.9K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 118.6K.