Confluence Wealth Services, Inc.'s ownership history for EFG

Confluence Wealth Services, Inc. currently holds 6.2K shares with a market value of $706.9K. It started holding EFG on 2025-03-31. At its peak, it held 6.2K shares on 2025-09-30. Its highest holding value was $706.9K on 2025-09-30. At its lowest, it held 5.7K shares on 2025-03-31, with a value of $579.9K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 472.