EP Wealth Advisors, LLC's ownership history for WAL


EP Wealth Advisors, LLC currently holds 22.4K shares with a market value of $1.7M. It started holding WAL on 2024-09-30. At its peak, it held 22.4K shares on 2025-06-30. Its highest holding value was $1.7M on 2025-06-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $359.4K on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 17.6K.


EP Wealth Advisors, LLC's ownership history for WAL