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

Summit Financial Strategies, Inc. currently holds 42.3K shares with a market value of $2.9M. It started holding EFV on 2024-09-30. At its peak, it held 47.7K shares on 2025-03-31. Its highest holding value was $2.9M on 2025-09-30. At its lowest, it held 42.3K shares on 2025-09-30, with a value of $2.4M on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 5.4K. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 4.9K.