Summit Investment Advisory Services, LLC's ownership history for HEFA

Summit Investment Advisory Services, LLC currently holds 20.0K shares with a market value of $851.4K. It started holding HEFA on 2024-09-30. At its peak, it held 24.4K shares on 2024-09-30. Its highest holding value was $863.2K on 2024-09-30. At its lowest, it held 20.0K shares on 2026-03-31, with a value of $765.5K on 2025-03-31. In the recent 180 days, Summit Investment Advisory Services, LLC has decreased its shares by 751. In the recent year, Summit Investment Advisory Services, LLC has decreased its shares by 4.0K.