EP Wealth Advisors, LLC
Holdings in ECVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $397,655 | 40,869 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $331,825 | 40,319 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $245,513 | 39,599 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $233,531 | 30,567 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $176,894 | 25,824 | Shares | Sole | 2024-11-15 |