Smallwood Wealth Investment Management, LLC's ownership history for BR

Smallwood Wealth Investment Management, LLC currently holds 3.4K shares with a market value of $546.6K. It started holding BR on 2024-09-30. At its peak, it held 3.8K shares on 2025-12-31. Its highest holding value was $910.9K on 2025-06-30. At its lowest, it held 3.4K shares on 2026-03-31, with a value of $546.6K on 2026-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 391. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 211.

It has also owned 28 contracts of puts, with the market value of the underlying securities totaling $633.1K on 2024-12-31. At its peak, it held 28 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $633.1K on 2024-12-31. At its lowest, it held 28 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $633.1K on 2024-12-31.