Wealth Management Strategies, Inc.'s ownership history for SMA

Wealth Management Strategies, Inc. currently holds 9.8K shares with a market value of $297.0K. It started holding SMA on 2025-12-31. At its peak, it held 11.6K shares on 2025-12-31. Its highest holding value was $359.0K on 2025-12-31. At its lowest, it held 9.8K shares on 2026-03-31, with a value of $297.0K on 2026-03-31.