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

Summit Financial Strategies, Inc. currently holds 9.7K shares with a market value of $2.0M. It started holding IWD on 2024-09-30. At its peak, it held 9.7K shares on 2025-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 9.7K shares on 2024-09-30, with a value of $1.8M on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 54. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 54.