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

Summit Financial Strategies, Inc. currently holds 4.2K shares with a market value of $213.9K. It started holding UPST on 2024-09-30. At its peak, it held 10.4K shares on 2024-09-30. Its highest holding value was $416.1K on 2024-09-30. At its lowest, it held 4.2K shares on 2025-06-30, with a value of $213.9K on 2025-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 351.