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EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
AVSU2 quarters
Position history for EP Wealth Advisors, LLC's holdings in AVANTIS RESPONSIBLE U.S. EQUITY ETF
EP Wealth Advisors, LLC holds 39,439 shares of AVSU (AVANTIS RESPONSIBLE U.S. EQUITY ETF), worth $3.5M as of 2026-Q2. The position was increased (+4.8% shares). AVSU represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$3.5M
Current Shares
39,439
Total Value Change
+$710,308
Total Shares Change
+1,822
Quarter-by-Quarter History
Other major holders of AVSU: Kestra Advisory Services, LLC, Focus Partners Wealth