Summit Financial Strategies, Inc.'s ownership history for AAPL

Summit Financial Strategies, Inc. currently holds 70.1K shares with a market value of $17.8M. It started holding AAPL on 2024-09-30. At its peak, it held 70.3K shares on 2024-09-30. Its highest holding value was $18.7M on 2025-12-31. At its lowest, it held 68.4K shares on 2025-09-30, with a value of $14.3M on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 1.7K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 461.