EP Wealth Advisors, LLC's ownership history for CVIE

EP Wealth Advisors, LLC currently holds 40.2K shares with a market value of $2.6M. It started holding CVIE on 2024-09-30. At its peak, it held 79.3K shares on 2024-09-30. Its highest holding value was $4.7M on 2024-09-30. At its lowest, it held 40.2K shares on 2025-06-30, with a value of $2.6M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 12.3K.