EP Wealth Advisors’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

EP Wealth Advisors’s Portfolio FRA Stock Details FRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Sell
2025 Q1	$204K	Sell
2024 Q4	$284K	Sell
2024 Q3	$276K	Buy
2023 Q1	–	Sell
2022 Q4	$137K	Buy