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Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
SPDR SERIES TRUST
Ticker: RWR
CUSIP: 78464A607
Class: DJ REIT ETF
EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)
Note: Option positions (PUT/CALL) are excluded.
Q1 2022
Shares
870
Value ($000)
$102
Avg Close
—
Range
—
Q4 2019
Shares
2,553
Value ($000)
$260
Avg Close
—
Range
—
Q3 2019
Shares
2,937
Value ($000)
$307
Avg Close
—
Range
—
Q2 2019
Shares
2,539
Value ($000)
$251
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q1 2022
870
$102
—
—
Q4 2019
2,553
$260
—
—
Q3 2019
2,937
$307
—
—
Q2 2019
2,539
$251
—
—