EP Wealth Advisors, LLC's ownership history for SPTM

EP Wealth Advisors, LLC currently holds 33.2K shares with a market value of $2.7M. It started holding SPTM on 2024-09-30. At its peak, it held 33.2K shares on 2025-12-31. Its highest holding value was $2.7M on 2025-12-31. At its lowest, it held 21.0K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 11.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 12.2K.