EP Wealth Advisors, LLC's ownership history for XVV

EP Wealth Advisors, LLC currently holds 41.4K shares with a market value of $2.0M. It started holding XVV on 2025-06-30. At its peak, it held 71.6K shares on 2025-12-31. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 11.3K shares on 2025-06-30, with a value of $537.1K on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 30.2K.