Simplicity Wealth,LLC's ownership history for EFG

Simplicity Wealth,LLC currently holds 79.6K shares with a market value of $8.9M. It started holding EFG on 2024-09-30. At its peak, it held 125.9K shares on 2025-06-30. Its highest holding value was $14.1M on 2025-06-30. At its lowest, it held 3.9K shares on 2024-12-31, with a value of $374.9K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 31.1K. In the recent year, Simplicity Wealth,LLC has increased its shares by 12.9K.