PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for EFG

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 302 shares with a market value of $34.4K. It started holding EFG on 2024-09-30. At its peak, it held 320 shares on 2024-09-30. Its highest holding value was $35.8K on 2025-06-30. At its lowest, it held 302 shares on 2025-09-30, with a value of $31.0K on 2024-12-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 18. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 18.