EWA
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EP Wealth Advisors’s loanDepot LDI Stock Holding History

EP Wealth Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$27.3K – 1290
2024
Q3 		$27.3K Hold
10,000
– – ﹤0.01% 1171
2024
Q2 		$16.5K Buy
+10,000
New +$16.5K ﹤0.01% 851