Summit Financial Wealth Advisors, LLC's ownership history for WM
Summit Financial Wealth Advisors, LLC currently holds 2.1K shares with a market value of $459.1K. It started holding WM on 2024-09-30. At its peak, it held 2.5K shares on 2024-09-30. Its highest holding value was $571.6K on 2025-03-31. At its lowest, it held 2.0K shares on 2025-06-30, with a value of $456.7K on 2025-06-30. In the recent 180 days, Summit Financial Wealth Advisors, LLC has decreased its shares by 381. In the recent year, Summit Financial Wealth Advisors, LLC has decreased its shares by 386.
Summit Financial Wealth Advisors, LLC's ownership history for WM