WANY
EFSI

Wealthspire Advisors (New York)’s Eagle Financial Services Inc Common Stock EFSI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EFSI Stock Details EFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$298K Buy
+9,741
New +$298K ﹤0.01% 665