Summit Financial Wealth Advisors, LLC's ownership history for CLST
Summit Financial Wealth Advisors, LLC currently holds 18.2K shares with a market value of $242.1K. It started holding CLST on 2024-09-30. At its peak, it held 24.2K shares on 2024-09-30. Its highest holding value was $281.4K on 2024-12-31. At its lowest, it held 18.2K shares on 2025-03-31, with a value of $212.0K on 2025-03-31. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 0. In the recent year, Summit Financial Wealth Advisors, LLC has decreased its shares by 6.0K.
Summit Financial Wealth Advisors, LLC's ownership history for CLST