Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

USEWUSEW
1 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in EA SERIES TRUST

Yes. EP Wealth Advisors holds 32,912 shares of USEW, worth $1.8M, as of its Q2 2026 13F filing. It opened the position in Q2 2026.

Current Value

$1.8M

Current Shares

32,912

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
32,912
-
$1.8M0.0%$55.83
36

Other major holders of USEW: Cresset Asset Management, LLC, MAI Capital Management

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used