LifeGoal Wealth Advisors's ownership history for SMLF

LifeGoal Wealth Advisors currently holds 8.4K shares with a market value of $639.1K. It started holding SMLF on 2024-12-31. At its peak, it held 38.9K shares on 2024-12-31. Its highest holding value was $2.6M on 2024-12-31. At its lowest, it held 8.4K shares on 2026-03-31, with a value of $625.9K on 2025-09-30. In the recent 180 days, LifeGoal Wealth Advisors has decreased its shares by 13. In the recent year, LifeGoal Wealth Advisors has decreased its shares by 23.0K.