EWA
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EP Wealth Advisors’s Synovus SNV Stock Holding History

EP Wealth Advisors’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$399K Sell
7,717
-308
-4% -$15.9K ﹤0.01% 880
2025
Q1 		$375K Buy
8,025
+2,002
+33% +$93.6K ﹤0.01% 816
2024
Q4 		$309K Buy
6,023
+588
+11% +$30.1K ﹤0.01% 860
2024
Q3 		$242K Buy
+5,435
New +$242K ﹤0.01% 953