Wescott Financial Advisory Group, LLC's ownership history for SMLF

Wescott Financial Advisory Group, LLC currently holds 4.6K shares with a market value of $343.9K. It started holding SMLF on 2024-09-30. At its peak, it held 8.2K shares on 2024-09-30. Its highest holding value was $541.7K on 2024-09-30. At its lowest, it held 4.6K shares on 2026-03-31, with a value of $313.9K on 2025-03-31. In the recent 180 days, Wescott Financial Advisory Group, LLC has decreased its shares by 221. In the recent year, Wescott Financial Advisory Group, LLC has decreased its shares by 494.