San Luis Wealth Advisors LLC's ownership history for JEPI

San Luis Wealth Advisors LLC currently holds 33.8K shares with a market value of $1.9M. It started holding JEPI on 2025-06-30. At its peak, it held 46.1K shares on 2025-06-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 32.1K shares on 2025-12-31, with a value of $2.6K on 2025-06-30. In the recent 180 days, San Luis Wealth Advisors LLC has decreased its shares by 12.4K.