EP Wealth Advisors, LLC's ownership history for TAXX

EP Wealth Advisors, LLC currently holds 1.4M shares with a market value of $68.8M. It started holding TAXX on 2024-09-30. At its peak, it held 1.4M shares on 2025-12-31. Its highest holding value was $68.8M on 2025-12-31. At its lowest, it held 106.3K shares on 2024-09-30, with a value of $5.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 709.4K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 1.2M.