Copia Wealth Management's ownership history for EFG

Copia Wealth Management currently holds 7.4K shares with a market value of $839.1K. It started holding EFG on 2024-12-31. At its peak, it held 7.7K shares on 2024-12-31. Its highest holding value was $839.1K on 2025-09-30. At its lowest, it held 7.3K shares on 2025-03-31, with a value of $728.2K on 2025-03-31. In the recent 180 days, Copia Wealth Management has increased its shares by 86.