EP Wealth Advisors »

Bsco etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Bsco etf shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Bsco etf

Tip: Access up to 7 years of quarterly data

All positions including Bsco etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bsco etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 175k 21.12
2024-06-30 $780k 37k 21.06
2024-03-31 $796k 38k 20.97
2023-12-31 $849k 41k 20.89
2023-09-30 $862k 42k 20.67
2023-06-30 $853k 45k 19.04
2023-03-31 $1.5M 71k 21.08
2022-12-31 $143k 7.0k 20.49
2022-06-30 $190k 9.1k 20.79
2022-03-31 $320k 15k 21.10