Smith Salley Wealth Management's ownership history for FNDX

Smith Salley Wealth Management currently holds 12.0K shares with a market value of $315.3K. It started holding FNDX on 2024-09-30. At its peak, it held 12.0K shares on 2025-06-30. Its highest holding value was $657.1K on 2024-09-30. At its lowest, it held 9.2K shares on 2024-09-30, with a value of $275.8K on 2025-03-31. In the recent 180 days, Smith Salley Wealth Management has increased its shares by 307.