EP Wealth Advisors, LLC
CIK
0001540569
City
TORRANCE
State / Country
CA
Holdings in MUC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $125,567 | 11,846 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $146,618 | 14,166 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $162,567 | 15,179 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $188,512 | 17,734 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $148,135 | 12,859 | Shares | Sole | 2024-11-15 |
| 2024-06-30 | $142,734 | 12,859 | Shares | Sole | 2024-08-19 |
| 2024-03-31 | $141,577 | 12,859 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $143,120 | 12,859 | Shares | Sole | 2024-02-28 |
| 2023-09-30 | $122,932 | 12,859 | Shares | Sole | 2023-11-24 |
| 2023-06-30 | $108,500 | 10,000 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,666,543 | 241,098 | Shares | Sole | 2023-06-05 |