Intergy Private Wealth, LLC's ownership history for SMFG

Intergy Private Wealth, LLC currently holds 12.8K shares with a market value of $247.4K. It started holding SMFG on 2025-06-30. At its peak, it held 12.8K shares on 2025-12-31. Its highest holding value was $247.4K on 2025-12-31. At its lowest, it held 11.0K shares on 2025-06-30, with a value of $166.4K on 2025-06-30. In the recent 180 days, Intergy Private Wealth, LLC has increased its shares by 1.8K.