EP Wealth Advisors, LLC's ownership history for XLC

EP Wealth Advisors, LLC currently holds 172.1K shares with a market value of $19.1M. It started holding XLC on 2024-09-30. At its peak, it held 172.1K shares on 2026-03-31. Its highest holding value was $19.1M on 2026-03-31. At its lowest, it held 118.5K shares on 2025-03-31, with a value of $11.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 1.4K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 39.1K.