GeoWealth Management, LLC's ownership history for SMLF


GeoWealth Management, LLC currently holds 76.6K shares with a market value of $5.8M. It started holding SMLF on 2024-09-30. At its peak, it held 247.8K shares on 2024-09-30. Its highest holding value was $16.4M on 2024-09-30. At its lowest, it held 74.4K shares on 2025-12-31, with a value of $4.7M on 2025-03-31. In the recent 180 days, GeoWealth Management, LLC has decreased its shares by 818. In the recent year, GeoWealth Management, LLC has increased its shares by 857.


GeoWealth Management, LLC's ownership history for SMLF