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

Summit Financial Strategies, Inc. currently holds 705 shares with a market value of $207.1K. It started holding VOT on 2024-09-30. At its peak, it held 928 shares on 2024-09-30. Its highest holding value was $235.5K on 2024-12-31. At its lowest, it held 705 shares on 2025-09-30, with a value of $202.5K on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 151. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 223.