EP Wealth Advisors, LLC's ownership history for XYZ

EP Wealth Advisors, LLC currently holds 33.1K shares with a market value of $2.2M. It started holding XYZ on 2024-09-30. At its peak, it held 33.1K shares on 2025-12-31. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 7.8K shares on 2025-06-30, with a value of $526.9K on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 23.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 21.9K.