EP Wealth Advisors, LLC
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1540569
TORRANCE, CA
All Filings in FDRR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDRR | $17,739,689 | 301,680 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 FDRR | $18,951,408 | 310,577 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 FDRR | $18,901,789 | 348,555 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FDRR | $18,831,499 | 377,007 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FDRR | $20,195,594 | 393,071 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FDRR | $21,420,189 | 415,926 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 FDRR | $20,012,121 | 414,759 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 FDRR | $18,617,858 | 399,954 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FDRR | $16,825,940 | 383,209 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 FDRR | $13,614,026 | 342,319 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 FDRR | $1,765,296 | 429,378 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||