Summit Financial, LLC's ownership history for CFA

Summit Financial, LLC currently holds 78.8K shares with a market value of $7.2M. It started holding CFA on 2025-03-31. At its peak, it held 86.2K shares on 2025-06-30. Its highest holding value was $7.6M on 2025-06-30. At its lowest, it held 78.8K shares on 2025-09-30, with a value of $7.0M on 2025-03-31. In the recent 180 days, Summit Financial, LLC has decreased its shares by 4.3K.