Summit Wealth Group, LLC's ownership history for WPC

Summit Wealth Group, LLC currently holds 5.0K shares with a market value of $336.7K. It started holding WPC on 2024-09-30. At its peak, it held 5.0K shares on 2024-09-30. Its highest holding value was $336.7K on 2025-09-30. At its lowest, it held 4.9K shares on 2024-12-31, with a value of $269 on 2024-12-31. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 29. In the recent year, Summit Wealth Group, LLC has decreased its shares by 64.