EP Wealth Advisors, LLC's ownership history for FNDX

EP Wealth Advisors, LLC currently holds 538.8K shares with a market value of $15.0M. It started holding FNDX on 2024-09-30. At its peak, it held 584.0K shares on 2025-12-31. Its highest holding value was $15.9M on 2025-12-31. At its lowest, it held 21.7K shares on 2024-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 35.5K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 469.5K.