EP Wealth Advisors, LLC
Position in FELV — Fidelity Enhanced Large Cap Value ETF
CIK 1540569
TORRANCE, CA
All Filings in FELV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 FELV | $165,688 | 5,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FELV | $163,227 | 5,357 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FELV | $404,337 | 13,060 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 FELV | $597,332 | 20,915 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 FELV | $125,852 | 4,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FELV | $113,092 | 4,212 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||