EP Wealth Advisors, LLC's ownership history for OEF

EP Wealth Advisors, LLC currently holds 33.0K shares with a market value of $11.3M. It started holding OEF on 2024-09-30. At its peak, it held 36.0K shares on 2025-06-30. Its highest holding value was $11.3M on 2025-12-31. At its lowest, it held 31.4K shares on 2024-12-31, with a value of $8.6M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 1.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 759.