Stone Summit Wealth LLC's ownership history for HEFA

Stone Summit Wealth LLC currently holds 58.2K shares with a market value of $2.3M. It started holding HEFA on 2024-09-30. At its peak, it held 61.3K shares on 2025-03-31. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 58.2K shares on 2025-09-30, with a value of $2.1M on 2024-09-30. In the recent 180 days, Stone Summit Wealth LLC has decreased its shares by 3.1K. In the recent year, Stone Summit Wealth LLC has decreased its shares by 388.