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

Summit Financial Strategies, Inc. currently holds 2.8K shares with a market value of $315.8K. It started holding EFG on 2025-09-30. At its peak, it held 3.7K shares on 2025-12-31. Its highest holding value was $417.2K on 2025-12-31. At its lowest, it held 2.8K shares on 2026-03-31, with a value of $315.8K on 2026-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 433.