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WMS Partners’s Equifax EFX Stock Holding History

WMS Partners’s Portfolio EFX Stock Details EFX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,505
Closed -$384K – 83
2024
Q4 		$384K Buy
+1,505
New +$384K 0.02% 216