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Exchange Traded Concepts Tr robo stx glb etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Exchange Traded Concepts Tr robo stx glb etf (ROBO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Exchange Traded Concepts Tr robo stx glb etf

Tip: Access up to 7 years of quarterly data

All positions including Exchange Traded Concepts Tr robo stx glb 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 Exchange Traded Concepts Tr robo stx glb etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $454k 7.9k 57.30

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Top funds holding Exchange Traded Concepts Tr robo stx glb etf

UBS Group
Fountainhead AM
Royal Bank of Canada
CI Private Wealth
Gray Foundation
Commonwealth Equity Services
Raymond James & Associates
Captrust Financial Advisors
Principal Securities
Mercer Global Advisors
Carmel Capital Management
Advisor Group Holdings
NTV Asset Management
Cambridge Investment Research Advisors
Citigroup

View all funds holding Exchange Traded Concepts Tr robo stx glb etf