EP Wealth Advisors, LLC's ownership history for EFG
EP Wealth Advisors, LLC currently holds 167.5K shares with a market value of $18.7M. It started holding EFG on 2024-09-30. At its peak, it held 377.0K shares on 2024-09-30. Its highest holding value was $40.6M on 2024-09-30. At its lowest, it held 167.5K shares on 2026-03-31, with a value of $18.7M on 2026-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 39.1K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 84.9K.
EP Wealth Advisors, LLC's ownership history for EFG