EWA
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EP Wealth Advisors’s Flex FLEX Stock Holding History

EP Wealth Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$544K Buy
10,901
+2,297
+27% +$115K ﹤0.01% 752
2025
Q1 		$285K Buy
+8,604
New +$285K ﹤0.01% 934