Summit Wealth Group, LLC's ownership history for BAC

Summit Wealth Group, LLC currently holds 4.2K shares with a market value of $215.2K. It started holding BAC on 2025-06-30. At its peak, it held 4.6K shares on 2025-06-30. Its highest holding value was $215.2K on 2025-09-30. At its lowest, it held 4.2K shares on 2025-09-30, with a value of $217 on 2025-06-30.