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

Summit Financial Strategies, Inc. currently holds 405 shares with a market value of $202.1K. It started holding MA on 2025-12-31. At its peak, it held 405 shares on 2026-03-31. Its highest holding value was $218.5K on 2025-12-31. At its lowest, it held 383 shares on 2025-12-31, with a value of $202.1K on 2026-03-31.