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

Summit Financial Strategies, Inc. currently holds 1.3K shares with a market value of $573.4K. It started holding DE on 2024-09-30. At its peak, it held 1.4K shares on 2025-06-30. Its highest holding value was $737.3K on 2025-06-30. At its lowest, it held 966 shares on 2024-09-30, with a value of $403.1K on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 135. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 288.