EP Wealth Advisors, LLC's ownership history for FDRR

EP Wealth Advisors, LLC currently holds 310.6K shares with a market value of $19.0M. It started holding FDRR on 2024-09-30. At its peak, it held 415.9K shares on 2024-09-30. Its highest holding value was $21.4M on 2024-09-30. At its lowest, it held 310.6K shares on 2025-12-31, with a value of $18.8M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 66.4K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 105.3K.