EP Wealth Advisors, LLC's ownership history for SMH


EP Wealth Advisors, LLC currently holds 68.4K shares with a market value of $26.2M. It started holding SMH on 2024-09-30. At its peak, it held 68.4K shares on 2026-03-31. Its highest holding value was $26.2M on 2026-03-31. At its lowest, it held 25.0K shares on 2025-06-30, with a value of $5.6M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 43.3K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 42.5K.


EP Wealth Advisors, LLC's ownership history for SMH