Summit Wealth Group, LLC's ownership history for SHW

Summit Wealth Group, LLC currently holds 647 shares with a market value of $207.4K. It started holding SHW on 2024-09-30. At its peak, it held 895 shares on 2025-03-31. Its highest holding value was $207.4K on 2026-03-31. At its lowest, it held 647 shares on 2026-03-31, with a value of $299 on 2024-12-31. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 248. In the recent year, Summit Wealth Group, LLC has decreased its shares by 235.