Proshares Tr cmn shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Proshares Tr cmn (SPXE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Proshares Tr cmn
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Quarterly reported holdings in Proshares Tr cmn by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $558k | 8.3k | 66.89 |
| 2025-03-31 | $523k | 8.7k | 60.11 |
| 2024-12-31 | $544k | 8.6k | 63.27 |
| 2024-09-30 | $532k | 8.6k | 61.86 |
| 2024-06-30 | $503k | 8.6k | 58.49 |
| 2024-03-31 | $285k | 2.5k | 112.29 |
| 2023-12-31 | $275k | 2.7k | 101.82 |