Shared Vision Wealth Group LLC's ownership history for EFG

Shared Vision Wealth Group LLC currently holds 12.9K shares with a market value of $1.5M. It started holding EFG on 2024-09-30. At its peak, it held 53.3K shares on 2024-12-31. Its highest holding value was $5.2M on 2024-09-30. At its lowest, it held 12.9K shares on 2025-09-30, with a value of $1.5M on 2025-09-30. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 20.9K. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 35.9K.