Summit Wealth Group, LLC's ownership history for SPY

Summit Wealth Group, LLC currently holds 414 shares with a market value of $276.1K. It started holding SPY on 2025-06-30. At its peak, it held 424 shares on 2025-06-30. Its highest holding value was $276.1K on 2025-09-30. At its lowest, it held 414 shares on 2025-09-30, with a value of $262 on 2025-06-30.