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

Summit Financial Strategies, Inc. currently holds 1.2K shares with a market value of $702.8K. It started holding QQQ on 2024-09-30. At its peak, it held 1.2K shares on 2024-12-31. Its highest holding value was $702.8K on 2025-09-30. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $511.0K on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 81. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 122.