Summit Wealth Group, LLC's ownership history for SPY

Summit Wealth Group, LLC currently holds 378 shares with a market value of $257.5K. 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 378 shares on 2025-12-31, with a value of $262 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 46.