EP Wealth Advisors, LLC's ownership history for XLP

EP Wealth Advisors, LLC currently holds 511.7K shares with a market value of $39.7M. It started holding XLP on 2024-09-30. At its peak, it held 664.5K shares on 2025-06-30. Its highest holding value was $53.8M on 2025-06-30. At its lowest, it held 511.7K shares on 2025-12-31, with a value of $39.7M on 2025-12-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 87.3K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 55.2K.