Elevation Wealth Management LLC's ownership history for EFG

Elevation Wealth Management LLC currently holds 4.2K shares with a market value of $518.0K. It started holding EFG on 2025-12-31. At its peak, it held 4.2K shares on 2026-06-30. Its highest holding value was $518.0K on 2026-06-30. At its lowest, it held 3.5K shares on 2025-12-31, with a value of $396.3K on 2025-12-31. In the recent 180 days, Elevation Wealth Management LLC has increased its shares by 684.