Shakespeare Wealth Management, LLC's ownership history for EFG

Shakespeare Wealth Management, LLC currently holds 180.7K shares with a market value of $20.1M. It started holding EFG on 2024-09-30. At its peak, it held 180.7K shares on 2026-03-31. Its highest holding value was $20.1M on 2026-03-31. At its lowest, it held 160.9K shares on 2024-09-30, with a value of $16.3M on 2024-12-31. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 8.8K. In the recent year, Shakespeare Wealth Management, LLC has increased its shares by 12.5K.