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


Smallwood Wealth Investment Management, LLC currently holds 60.8K shares with a market value of $4.0M. It started holding DWM on 2024-09-30. At its peak, it held 60.8K shares on 2025-09-30. Its highest holding value was $4.0M on 2025-09-30. At its lowest, it held 51.7K shares on 2024-09-30, with a value of $2.8M on 2024-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 4.7K. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 9.1K.


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