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EP Wealth Advisors’s Alight ALIT Stock Holding History

EP Wealth Advisors’s Portfolio ALIT Stock Details ALIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
39,546
-1,132
-3% -$6.41K ﹤0.01% 1188
2025
Q1 		$241K Buy
40,678
+14,214
+54% +$84.3K ﹤0.01% 1035
2024
Q4 		$183K Buy
+26,464
New +$183K ﹤0.01% 1104