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

Summit Financial Strategies, Inc. currently holds 10.7K shares with a market value of $207.6K. It started holding STWD on 2024-09-30. At its peak, it held 10.9K shares on 2024-09-30. Its highest holding value was $222.2K on 2024-09-30. At its lowest, it held 10.7K shares on 2025-09-30, with a value of $206.6K on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 185. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 185.