PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CIK
0002026926
City
MINNEAPOLIS
State / Country
MN
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,830,240 | 146,417 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $2,513,276 | 150,136 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,254,563 | 149,210 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,262,339 | 146,335 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $3,508,043 | 242,101 | Shares | Sole | 2025-02-19 |