Question 1

How many shares of SLVP does EP Wealth Advisors, LLC own?

Accepted Answer

EP Wealth Advisors, LLC previously held 0 shares of SLVP (ISHARES INC) before exiting the position in 2024-Q1.

Question 2

What is EP Wealth Advisors, LLC's SLVP position worth?

Accepted Answer

EP Wealth Advisors, LLC's SLVP position was last reported at $0 in 2024-Q1 before the exit.

Question 3

Is EP Wealth Advisors, LLC buying or selling SLVP?

Accepted Answer

In 2024-Q1, EP Wealth Advisors, LLC exited their SLVP position entirely (-100.0% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy SLVP?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in SLVP in 2023-Q2. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$9.87	0
2023-Q4	Increased	17,105	+1.0%	$174,127	0.0%	$9.89	23
2023-Q3	Decreased	16,942	-67.8%	$145,189	0.0%	$8.28	0
2023-Q2	New	52,696	-	$163,571	0.0%	$9.18	31

SLVP4 quarters

SLVP
4 quarters