EP Wealth Advisors, LLC's ownership history for FDRR

EP Wealth Advisors, LLC currently holds 301.7K shares with a market value of $17.7M. It started holding FDRR on 2024-09-30. At its peak, it held 415.9K shares on 2024-09-30. Its highest holding value was $21.4M on 2024-09-30. At its lowest, it held 301.7K shares on 2026-03-31, with a value of $17.7M on 2026-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 46.9K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 91.4K.