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EP Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

EP Wealth Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Buy
18,115
+11,217
+163% +$929K 0.01% 479
2025
Q1 		$576K Sell
6,898
-105
-1% -$8.77K ﹤0.01% 651
2024
Q4 		$531K Buy
7,003
+139
+2% +$10.5K ﹤0.01% 674
2024
Q3 		$509K Buy
+6,864
New +$509K ﹤0.01% 689