EP WEALTH ADVISORS, LLC – Avantis U.S. Small Cap Value ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$10.35M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-3.25%
quarter
Avantis U.S. Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.79% | -2.85K shares | -543K | $66.14 | 156.61K |
| Q2 2022 | share | Decrease | -12.15% | -22.05K shares | -3.59M | $68.36 | 159.46K |
| Q1 2022 | share | Decrease | -1.58% | -2.91K shares | -211K | $79.86 | 181.52K |
| Q4 2021 | share | Increase | 0.00% | 184.43K shares | 14.70M | $79.62 | 184.43K |