EP Wealth Advisors, LLC's ownership history for FDVV


EP Wealth Advisors, LLC currently holds 37.2K shares with a market value of $2.1M. It started holding FDVV on 2024-09-30. At its peak, it held 46.6K shares on 2025-06-30. Its highest holding value was $2.4M on 2025-06-30. At its lowest, it held 37.2K shares on 2025-12-31, with a value of $1.9M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 1.5K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 4.4K.


EP Wealth Advisors, LLC's ownership history for FDVV