EP Wealth Advisors, LLC's ownership history for USMV


EP Wealth Advisors, LLC currently holds 90.6K shares with a market value of $8.4M. It started holding USMV on 2024-09-30. At its peak, it held 90.6K shares on 2026-03-31. Its highest holding value was $8.4M on 2026-03-31. At its lowest, it held 60.9K shares on 2025-06-30, with a value of $5.7M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 29.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 25.5K.


EP Wealth Advisors, LLC's ownership history for USMV