EP Wealth Advisors, LLC's ownership history for SOXX


EP Wealth Advisors, LLC currently holds 7.1K shares with a market value of $1.7M. It started holding SOXX on 2024-09-30. At its peak, it held 10.2K shares on 2024-09-30. Its highest holding value was $2.4M on 2024-09-30. At its lowest, it held 6.9K shares on 2025-03-31, with a value of $1.3M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 2.7K.


EP Wealth Advisors, LLC's ownership history for SOXX