EP Wealth Advisors, LLC

CIK
0001540569
City
TORRANCE
State / Country
CA

Holdings in SUN

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $833,843 15,910
2025-06-30 $476,200 8,886
2025-03-31 $498,735 8,590
2024-12-31 $432,301 8,404
2024-09-30 $750,875 13,988
2024-06-30 $469,055 8,296
2024-03-31 $482,500 8,003
2023-12-31 $477,042 7,960
2023-09-30 $270,448 5,525
2023-06-30 $377,360 8,663
2023-03-31 $2,873,522 65,471
2022-12-31 $230,843 5,356
2022-09-30 $498,192 12,784
2022-06-30 $221,041 5,934