Summit Wealth Group, LLC's ownership history for TLT

Summit Wealth Group, LLC currently holds 8.3K shares with a market value of $738.1K. It started holding TLT on 2024-09-30. At its peak, it held 46.5K shares on 2024-12-31. Its highest holding value was $738.1K on 2025-09-30. At its lowest, it held 8.3K shares on 2025-09-30, with a value of $735 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 31.8K. In the recent year, Summit Wealth Group, LLC has decreased its shares by 35.6K.