Able Wealth Management LLC's ownership history for EFG

Able Wealth Management LLC currently holds 14.0K shares with a market value of $1.6M. It started holding EFG on 2024-03-31. At its peak, it held 14.0K shares on 2026-03-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 2.0K shares on 2025-12-31, with a value of $230.0K on 2025-12-31. In the recent 180 days, Able Wealth Management LLC has increased its shares by 11.5K. In the recent year, Able Wealth Management LLC has increased its shares by 9.0K.