Ep Wealth Advisors, LLC American Centy ETF Tr Focused Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$62.57 - $69.96 $622,571 - $696,101	9,950 New	9,950 $696,000

Others Institutions Holding FLV

# of Institutions

37

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

American Century Companies Inc Kansas City, MO

1.01M
Shares

$74.3 Million
0.04% of portfolio
Envestnet Asset Management Inc

571K
Shares

$41.9 Million
0.01% of portfolio
Creative Planning Overland Park, KS

543K
Shares

$39.9 Million
0.03% of portfolio
Core Wealth Advisors, Inc. Lakeland, FL

136K
Shares

$9.96 Million
2.88% of portfolio
Bedel Financial Consulting, Inc.

72.8K
Shares

$5.35 Million
0.69% of portfolio

About AMERICAN CENTY ETF TR FOCUSED

Ticker FLV
Sector ETFs
Industry ETFs

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