EP Wealth Advisors, LLC's ownership history for XLC

EP Wealth Advisors, LLC currently holds 156.7K shares with a market value of $18.4M. It started holding XLC on 2024-09-30. At its peak, it held 170.8K shares on 2025-06-30. Its highest holding value was $18.5M on 2025-06-30. At its lowest, it held 118.5K shares on 2025-03-31, with a value of $11.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 38.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 31.1K.