Summit Wealth Group, LLC's ownership history for DFSB


Summit Wealth Group, LLC currently holds 6.9K shares with a market value of $358.5K. It started holding DFSB on 2025-03-31. At its peak, it held 8.1K shares on 2025-06-30. Its highest holding value was $426.5K on 2025-09-30. At its lowest, it held 4.8K shares on 2025-03-31, with a value of $246 on 2025-03-31. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 1.1K. In the recent year, Summit Wealth Group, LLC has increased its shares by 2.1K.


Summit Wealth Group, LLC's ownership history for DFSB