EP Wealth Advisors, LLC's ownership history for SPEM

EP Wealth Advisors, LLC currently holds 245.0K shares with a market value of $11.5M. It started holding SPEM on 2024-09-30. At its peak, it held 245.0K shares on 2025-12-31. Its highest holding value was $11.5M on 2025-12-31. At its lowest, it held 21.9K shares on 2024-09-30, with a value of $905.8K on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 211.0K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 223.1K.