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Strive U.s. Energy Etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Strive U.s. Energy Etf (DRLL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Strive U.s. Energy Etf

Tip: Access up to 7 years of quarterly data

All positions including Strive U.s. Energy Etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive U.s. Energy Etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $565k 20k 28.09
2024-06-30 $593k 20k 29.94

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View all positions for EP Wealth Advisors

Top funds holding Strive U.s. Energy Etf

Park Edge Advisors
Visionary Wealth Advisors
Stifel Financial
Cambridge Investment Research Advisors
LPL Financial
Royal Bank of Canada
Gts Securities
Financial Management Network
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Cetera Investment Advisers
Us Bancorp
Bank of America Corporation
Commonwealth Equity Services
Raymond James & Associates

View all funds holding Strive U.s. Energy Etf