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F&G Annuities & Life shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of F&G Annuities & Life (FG) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in F&G Annuities & Life

Tip: Access up to 7 years of quarterly data

All positions including F&G Annuities & Life held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in F&G Annuities & Life by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 507 45.36
2023-09-30 $14k 507 27.61
2023-06-30 $12k 507 23.67
2023-03-31 $0 32 0.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of New York Mellon Corporation (BK)

View all positions for Efficient Wealth Management

Top funds holding F&G Annuities & Life

Fidelity National Financial
Brave Warrior Advisors
Vanguard Group
Kennedy Capital Management
Bank of New York Mellon
Ancora Advisors
Dimensional Fund Advisors
Charles Schwab Investment Management
Norges Bank Investment Management
Principal Financial Group
Russell Investments
Schwartz Investment Counsel
Henderson Group
Goldman Sachs Group
PanAgora Asset Management

View all funds holding F&G Annuities & Life