EWA
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EP Wealth Advisors’s SES AI SES Stock Holding History

EP Wealth Advisors’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,000
Closed -$9.6K – 1312
2024
Q3 		$9.6K Buy
+15,000
New +$9.6K ﹤0.01% 1178