Summit Financial Wealth Advisors, LLC's ownership history for FDL
Summit Financial Wealth Advisors, LLC currently holds 229.4K shares with a market value of $10.1M. It started holding FDL on 2024-09-30. At its peak, it held 230.2K shares on 2025-06-30. Its highest holding value was $10.1M on 2025-09-30. At its lowest, it held 208.1K shares on 2024-09-30, with a value of $8.7M on 2024-09-30. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 7.8K. In the recent year, Summit Financial Wealth Advisors, LLC has increased its shares by 21.3K.
Summit Financial Wealth Advisors, LLC's ownership history for FDL