Stone Summit Wealth LLC's ownership history for DFAT

Stone Summit Wealth LLC currently holds 14.5K shares with a market value of $846.0K. It started holding DFAT on 2024-09-30. At its peak, it held 14.8K shares on 2025-06-30. Its highest holding value was $846.0K on 2025-09-30. At its lowest, it held 11.4K shares on 2024-12-31, with a value of $592.1K on 2025-03-31. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 3.0K. In the recent year, Stone Summit Wealth LLC has increased its shares by 3.1K.