Modern Wealth Management, LLC's ownership history for EFG

Modern Wealth Management, LLC currently holds 7.1K shares with a market value of $805.6K. It started holding EFG on 2024-09-30. At its peak, it held 47.0K shares on 2024-12-31. Its highest holding value was $4.8M on 2024-12-31. At its lowest, it held 7.1K shares on 2025-09-30, with a value of $805.6K on 2025-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 22.0K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 9.2K.