Balance Wealth, LLC's ownership history for EFG

Balance Wealth, LLC currently holds 10.6K shares with a market value of $1.2M. It started holding EFG on 2025-03-31. At its peak, it held 14.2K shares on 2025-03-31. Its highest holding value was $1.4M on 2025-03-31. At its lowest, it held 10.6K shares on 2025-09-30, with a value of $1.2M on 2025-09-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 3.6K.