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

Summit Financial Strategies, Inc. currently holds 6.7K shares with a market value of $339.3K. It started holding VTIP on 2024-09-30. At its peak, it held 7.0K shares on 2024-09-30. Its highest holding value was $346.6K on 2024-09-30. At its lowest, it held 6.6K shares on 2025-06-30, with a value of $332.0K on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 139. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 328.