Pza etf shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Pza etf
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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 |
|---|---|---|---|
| 2025-06-30 | $34M | 1.5M | 22.39 |
| 2025-03-31 | $34M | 1.5M | 23.04 |
| 2024-12-31 | $33M | 1.4M | 23.61 |
| 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 | 11k | 51.73 |
| 2021-06-30 | $301k | 11k | 27.29 |