BSW Wealth Partners's ownership history for SMFG

BSW Wealth Partners currently holds 15.3K shares with a market value of $256.9K. It started holding SMFG on 2024-09-30. At its peak, it held 19.7K shares on 2025-03-31. Its highest holding value was $303.8K on 2025-03-31. At its lowest, it held 15.3K shares on 2025-09-30, with a value of $222.9K on 2024-09-30. In the recent 180 days, BSW Wealth Partners has decreased its shares by 4.3K. In the recent year, BSW Wealth Partners has decreased its shares by 2.3K.