EP Wealth Advisors, LLC
Position in YMAR — FT Vest International Equity Moderate Buffer ETF - March
CIK 1540569
TORRANCE, CA
All Filings in YMAR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 YMAR | $330,248 | 12,074 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 YMAR | $353,233 | 13,074 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 YMAR | $434,001 | 17,013 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||