Mowery & Schoenfeld Wealth Management, LLC's ownership history for EFG

Mowery & Schoenfeld Wealth Management, LLC currently holds 609 shares with a market value of $69.4K. It started holding EFG on 2024-12-31. At its peak, it held 696 shares on 2024-12-31. Its highest holding value was $78.0K on 2025-06-30. At its lowest, it held 609 shares on 2025-09-30, with a value of $67.4K on 2024-12-31. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 87.