EP Wealth Advisors, LLC's ownership history for WELL


EP Wealth Advisors, LLC currently holds 214.6K shares with a market value of $39.8M. It started holding WELL on 2024-09-30. At its peak, it held 214.6K shares on 2025-12-31. Its highest holding value was $39.8M on 2025-12-31. At its lowest, it held 3.5K shares on 2024-09-30, with a value of $447.6K on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 33.5K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 211.1K.


EP Wealth Advisors, LLC's ownership history for WELL