Smith Salley Wealth Management's ownership history for SPLV

Smith Salley Wealth Management currently holds 10.4K shares with a market value of $766.6K. It started holding SPLV on 2024-09-30. At its peak, it held 18.9K shares on 2024-09-30. Its highest holding value was $1.4M on 2024-09-30. At its lowest, it held 10.4K shares on 2025-03-31, with a value of $755.4K on 2025-06-30. In the recent 180 days, Smith Salley Wealth Management has increased its shares by 71. In the recent year, Smith Salley Wealth Management has decreased its shares by 8.5K.