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

Summit Financial Strategies, Inc. currently holds 5.2K shares with a market value of $3.5M. It started holding SPY on 2024-09-30. At its peak, it held 5.2K shares on 2025-09-30. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 5.1K shares on 2025-03-31, with a value of $2.9M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 98. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 24.