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EP Wealth Advisors’s NewtekOne NEWT Stock Holding History

EP Wealth Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,251
Closed -$123K – 1455
2025
Q1 		$123K Buy
+10,251
New +$123K ﹤0.01% 1218