EP WEALTH ADVISORS, LLC – Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
18.94M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-2.43%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.54% | -151.02K shares | -7.48M | 417.93K | |
| Q2 2022 | share | Increase | +9.04% | 47.18K shares | 1.48M | 568.96K | |
| Q1 2022 | share | Increase | 0.00% | 521.77K shares | 24.94M | 521.77K |