EP Wealth Advisors, LLC's ownership history for XLV
EP Wealth Advisors, LLC currently holds 110.2K shares with a market value of $17.1M. It started holding XLV on 2024-09-30. At its peak, it held 133.4K shares on 2025-06-30. Its highest holding value was $18.0M on 2025-06-30. At its lowest, it held 57.8K shares on 2024-09-30, with a value of $8.9M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 45.8K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 52.4K.
EP Wealth Advisors, LLC's ownership history for XLV