EWA
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EP Wealth Advisors’s National Beverage FIZZ Stock Holding History

EP Wealth Advisors’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$298K Buy
6,898
+172
+3% +$7.44K ﹤0.01% 1022
2025
Q1 		$279K Buy
+6,726
New +$279K ﹤0.01% 949