EP Wealth Advisors, LLC's ownership history for TAXX

EP Wealth Advisors, LLC currently holds 593.8K shares with a market value of $30.3M. It started holding TAXX on 2024-09-30. At its peak, it held 646.3K shares on 2025-03-31. Its highest holding value was $32.7M on 2025-03-31. At its lowest, it held 106.3K shares on 2024-09-30, with a value of $5.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 93.2K.