EP Wealth Advisors, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $446,624 | 19,152 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $400,658 | 18,455 | Shares | Sole | 2025-08-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $446,624 | 19,152 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $400,658 | 18,455 | Shares | Sole | 2025-08-14 |