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

Summit Financial Strategies, Inc. currently holds 12.6K shares with a market value of $588.1K. It started holding JBBB on 2025-03-31. At its peak, it held 12.8K shares on 2025-12-31. Its highest holding value was $610.9K on 2025-12-31. At its lowest, it held 11.8K shares on 2025-06-30, with a value of $571.0K on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 653. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 309.