PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for SMLF

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 39.7K shares with a market value of $3.0M. It started holding SMLF on 2024-09-30. At its peak, it held 72.5K shares on 2024-09-30. Its highest holding value was $4.8M on 2024-09-30. At its lowest, it held 39.7K shares on 2025-12-31, with a value of $2.9M on 2025-06-30. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 2.6K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 25.3K.