Evolution Wealth Advisors, LLC's ownership history for JEPI

Evolution Wealth Advisors, LLC currently holds 10.7K shares with a market value of $613.3K. It started holding JEPI on 2024-12-31. At its peak, it held 63.2K shares on 2024-12-31. Its highest holding value was $3.6M on 2024-12-31. At its lowest, it held 10.7K shares on 2025-12-31, with a value of $613.3K on 2025-12-31. In the recent 180 days, Evolution Wealth Advisors, LLC has decreased its shares by 9.9K. In the recent year, Evolution Wealth Advisors, LLC has decreased its shares by 52.5K.