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

Summit Financial Strategies, Inc. currently holds 2.7K shares with a market value of $214.8K. It started holding BSV on 2024-09-30. At its peak, it held 22.8K shares on 2024-12-31. Its highest holding value was $1.8M on 2024-12-31. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $214.8K on 2025-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 5.0K. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 19.3K.