Moran Wealth Management, LLC
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,337,049 | 379,568 | Shares | Defined | 2026-01-26 |
| 2025-09-30 | $5,361,353 | 320,272 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $4,685,399 | 310,086 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $4,662,349 | 301,575 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $5,198,084 | 358,736 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $4,208,732 | 333,233 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $6,050,578 | 451,199 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $6,218,244 | 528,313 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $5,096,771 | 526,526 | Shares | Sole | 2024-02-08 |