Position history for EP Wealth Advisors, LLC's holdings in ADVISOR MANAGED PORTFOLIOS
EP Wealth Advisors, LLC holds 4.1M shares of FUNL (ADVISOR MANAGED PORTFOLIOS), worth $191.3M as of 2025-Q4. The position was decreased (-2.0% shares). FUNL represents 1.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$191.3M
Current Shares
4.1M
Total Value Change
+$9M
Total Shares Change
-236,871
Other major holders of FUNL: GOLDMAN SACHS GROUP INC, ROYAL BANK OF CANADA
Decreased |
| 4.1M |
-2.0% |
| $191.3M |
| 1.0% |
| $47.01 |
0 |
| 2025-Q2 | Decreased | 4.2M | -1.7% | $181.8M | 1.2% | $42.36 | 0 |
| 2025-Q1 | Decreased | 4.2M | -0.9% | $176.5M | 1.4% | $40.42 | 0 |
| 2024-Q4 | Decreased | 4.3M | -0.9% | $178.6M | 1.5% | $40.81 | 0 |
| 2024-Q3 | New | 4.3M | - | $182.3M | 1.6% | $40.50 | 70 |