Summit Financial, LLC's ownership history for OEF

Summit Financial, LLC currently holds 11.1K shares with a market value of $3.5M. It started holding OEF on 2024-09-30. At its peak, it held 11.1K shares on 2026-03-31. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 9.7K shares on 2025-12-31, with a value of $2.9M on 2025-03-31. In the recent 180 days, Summit Financial, LLC has increased its shares by 375. In the recent year, Summit Financial, LLC has increased its shares by 509.