IFG
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Independent Financial Group’s eGain EGAN Stock Holding History

Independent Financial Group’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,093
Closed -$120K – 1145
2024
Q2 		$120K Buy
19,093
+8,097
+74% +$50.2K ﹤0.01% 1045
2024
Q1 		$70.9K Buy
+10,996
New +$75.4K ﹤0.01% 995

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KWM
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Vanguard Group
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BlackRock
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DGI
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Acadian Asset Management
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Dimensional Fund Advisors
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
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