EP Wealth Advisors, LLC's ownership history for XLP

EP Wealth Advisors, LLC currently holds 664.5K shares with a market value of $53.8M. It started holding XLP on 2024-09-30. At its peak, it held 664.5K shares on 2025-06-30. Its highest holding value was $53.8M on 2025-06-30. At its lowest, it held 566.9K shares on 2024-09-30, with a value of $45.5M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 85.4K.