LWM Advisory Services, LLC's ownership history for SMLF

LWM Advisory Services, LLC currently holds 20.2K shares with a market value of $1.5M. 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 2025-09-30. At its lowest, it held 17.9K shares on 2025-03-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, LWM Advisory Services, LLC has increased its shares by 2.3K. In the recent year, LWM Advisory Services, LLC has decreased its shares by 672.