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Pza etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza 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 Pza etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 1.3M 24.15
2024-06-30 $31M 1.3M 23.68
2024-03-31 $30M 1.3M 23.83
2023-12-31 $30M 1.2M 24.18
2023-09-30 $13M 575k 22.16
2023-06-30 $10M 449k 22.85
2023-03-31 $761k 10k 75.94
2022-12-31 $9.1M 398k 22.94
2022-09-30 $1.7M 78k 22.08
2022-06-30 $4.2M 181k 23.44
2022-03-31 $947k 38k 24.92
2021-12-31 $806k 30k 27.11
2021-09-30 $578k 22k 26.86
2021-06-30 $301k 11k 27.29