EP Wealth Advisors, LLC's ownership history for XVV


EP Wealth Advisors, LLC currently holds 71.6K shares with a market value of $3.8M. It started holding XVV on 2025-06-30. At its peak, it held 71.6K shares on 2025-12-31. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 11.3K shares on 2025-06-30, with a value of $537.1K on 2025-06-30.


EP Wealth Advisors, LLC's ownership history for XVV