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EP Wealth Advisors’s Latham Group SWIM Stock Holding History

EP Wealth Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43,575
Closed -$303K – 1367
2024
Q4 		$303K Buy
43,575
+3,883
+10% +$27K ﹤0.01% 868
2024
Q3 		$270K Buy
+39,692
New +$270K ﹤0.01% 899