Summit Wealth Group, LLC's ownership history for PFE

Summit Wealth Group, LLC currently holds 7.6K shares with a market value of $214.8K. It started holding PFE on 2024-09-30. At its peak, it held 9.1K shares on 2025-06-30. Its highest holding value was $214.8K on 2026-03-31. At its lowest, it held 7.6K shares on 2026-03-31, with a value of $220 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 295. In the recent year, Summit Wealth Group, LLC has decreased its shares by 719.