EP Wealth Advisors, LLC
Holdings in IFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $809,397 | 59,037 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $1,047,043 | 63,342 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $999,124 | 63,356 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,007,228 | 63,951 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,263,898 | 66,451 | Shares | Sole | 2024-11-15 |