PERSONAL CFO SOLUTIONS, LLC's ownership history for SMFG


PERSONAL CFO SOLUTIONS, LLC currently holds 17.3K shares with a market value of $289.9K. It started holding SMFG on 2024-09-30. At its peak, it held 17.3K shares on 2025-09-30. Its highest holding value was $289.9K on 2025-09-30. At its lowest, it held 14.5K shares on 2025-03-31, with a value of $188.1K on 2024-09-30. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 2.8K. In the recent year, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 2.4K.


PERSONAL CFO SOLUTIONS, LLC's ownership history for SMFG