EP Wealth Advisors, LLC's ownership history for HDV


EP Wealth Advisors, LLC currently holds 18.2K shares with a market value of $2.2M. It started holding HDV on 2024-09-30. At its peak, it held 20.9K shares on 2024-09-30. Its highest holding value was $2.5M on 2024-09-30. At its lowest, it held 13.1K shares on 2025-06-30, with a value of $1.5M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 4.9K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 2.7K.


EP Wealth Advisors, LLC's ownership history for HDV