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

Summit Financial Strategies, Inc. currently holds 5.0K shares with a market value of $562.2K. It started holding AEP on 2024-09-30. At its peak, it held 5.3K shares on 2024-12-31. Its highest holding value was $563.1K on 2025-03-31. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $486.0K on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 156. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 70.