Summit Financial Strategies, Inc.'s ownership history for CIVB
Summit Financial Strategies, Inc. currently holds 142.9K shares with a market value of $2.9M. It started holding CIVB on 2024-09-30. At its peak, it held 144.6K shares on 2024-09-30. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 142.9K shares on 2025-09-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 633. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 1.8K.
Summit Financial Strategies, Inc.'s ownership history for CIVB