ORG Wealth Partners, LLC's ownership history for SMFG

ORG Wealth Partners, LLC currently holds 566 shares with a market value of $11.2K. It started holding SMFG on 2024-09-30. At its peak, it held 566 shares on 2026-03-31. Its highest holding value was $11.2K on 2026-03-31. At its lowest, it held 277 shares on 2025-03-31, with a value of $3.8K on 2024-09-30. In the recent 180 days, ORG Wealth Partners, LLC has increased its shares by 289. In the recent year, ORG Wealth Partners, LLC has increased its shares by 289.