EP Wealth Advisors, LLC's ownership history for EFG
EP Wealth Advisors, LLC currently holds 181.9K shares with a market value of $20.7M. It started holding EFG on 2024-09-30. At its peak, it held 377.0K shares on 2024-09-30. Its highest holding value was $40.6M on 2024-09-30. At its lowest, it held 181.9K shares on 2025-12-31, with a value of $20.7M on 2025-12-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 42.2K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 195.1K.
EP Wealth Advisors, LLC's ownership history for EFG