EP Wealth Advisors, LLC's ownership history for XLY

EP Wealth Advisors, LLC currently holds 193.6K shares with a market value of $42.1M. It started holding XLY on 2024-09-30. At its peak, it held 193.6K shares on 2025-06-30. Its highest holding value was $42.1M on 2025-06-30. At its lowest, it held 176.8K shares on 2025-03-31, with a value of $34.9M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 14.9K.