EWA
GPM

EP Wealth Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

EP Wealth Advisors’s Portfolio GPM Stock Details GPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,809
Closed -$100K – 580
2021
Q3 		$100K Buy
10,809
+309
+3% +$2.84K ﹤0.01% 522
2021
Q2 		$90K Hold
10,500
– – ﹤0.01% 530
2021
Q1 		$76K Buy
+10,500
New +$71.7K ﹤0.01% 487

Other funds holding GPM

GRP
Global Retirement Partners San Rafael, California $5.64B AUM