United Financial Planning Group LLC's ownership history for SMA

United Financial Planning Group LLC currently holds 1.3K shares with a market value of $40.5K. It started holding SMA on 2025-12-31. At its peak, it held 1.3K shares on 2025-12-31. Its highest holding value was $41.4K on 2025-12-31. At its lowest, it held 1.3K shares on 2025-12-31, with a value of $40.5K on 2026-03-31.