LWM Advisory Services, LLC's ownership history for SMLF

LWM Advisory Services, LLC currently holds 6.6K shares with a market value of $498.0K. It started holding SMLF on 2024-09-30. At its peak, it held 20.8K shares on 2024-09-30. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 6.6K shares on 2026-03-31, with a value of $498.0K on 2026-03-31. In the recent 180 days, LWM Advisory Services, LLC has decreased its shares by 13.6K. In the recent year, LWM Advisory Services, LLC has decreased its shares by 11.3K.