EP Wealth Advisors, LLC
CIK
0001540569
City
TORRANCE
State / Country
CA
Holdings in FRA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $185,853 | 15,777 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $203,735 | 15,505 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $203,838 | 15,777 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $284,308 | 20,677 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $276,236 | 20,927 | Shares | Sole | 2024-11-15 |
| 2022-12-31 | $137,405 | 12,203 | Shares | Sole | 2023-06-12 |