EWA
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EP Wealth Advisors’s Avista AVA Stock Holding History

EP Wealth Advisors’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,271
Closed -$230K – 1289
2024
Q4 		$230K Buy
6,271
+575
+10% +$21.1K ﹤0.01% 1000
2024
Q3 		$221K Buy
+5,696
New +$221K ﹤0.01% 995