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

Summit Financial Strategies, Inc. currently holds 14.0K shares with a market value of $34.0K. It started holding CDLX on 2024-09-30. At its peak, it held 14.0K shares on 2024-09-30. Its highest holding value was $51.9K on 2024-12-31. At its lowest, it held 14.0K shares on 2024-09-30, with a value of $23.0K on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 0. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 0.