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EP Wealth Advisors’s Boston Omaha BOC Stock Holding History

EP Wealth Advisors’s Portfolio BOC Stock Details BOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.37M Sell
240,044
-36,624
-13% -$514K 0.02% 321
2025
Q1 		$4.03M Buy
+276,668
New +$4.03M 0.03% 250