Summit Asset Management, LLC's ownership history for HEFA

Summit Asset Management, LLC currently holds 135.9K shares with a market value of $5.4M. It started holding HEFA on 2024-09-30. At its peak, it held 136.5K shares on 2024-12-31. Its highest holding value was $5.4M on 2025-09-30. At its lowest, it held 19.2K shares on 2024-09-30, with a value of $681.3K on 2024-09-30. In the recent 180 days, Summit Asset Management, LLC has decreased its shares by 604. In the recent year, Summit Asset Management, LLC has increased its shares by 116.6K.