EP Wealth Advisors, LLC's ownership history for XLF

EP Wealth Advisors, LLC currently holds 365.6K shares with a market value of $18.1M. It started holding XLF on 2024-09-30. At its peak, it held 460.2K shares on 2025-06-30. Its highest holding value was $24.1M on 2025-06-30. At its lowest, it held 251.6K shares on 2024-09-30, with a value of $11.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 94.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 73.6K.