EP Wealth Advisors, LLC's ownership history for SPDW

EP Wealth Advisors, LLC currently holds 51.4K shares with a market value of $2.3M. It started holding SPDW on 2024-09-30. At its peak, it held 89.3K shares on 2025-12-31. Its highest holding value was $4.0M on 2025-12-31. At its lowest, it held 42.4K shares on 2025-06-30, with a value of $1.6M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 9.0K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 3.5K.