Global X Fds equity shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Global X Fds equity (NORW) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Global X Fds equity
Tip: Access up to 7 years of quarterly data
All positions including Global X Fds equity held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Global X Fds equity by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $318k | 11k | 29.25 |
| 2025-03-31 | $317k | 12k | 27.10 |
| 2024-12-31 | $321k | 14k | 23.46 |
| 2024-09-30 | $358k | 14k | 25.78 |