SUMMIT WEALTH GROUP LLC / CO's ownership history for BAC

SUMMIT WEALTH GROUP LLC / CO currently holds 8.6K shares with a market value of $417.3K. It started holding BAC on 2025-06-30. At its peak, it held 33.7K shares on 2025-09-30. Its highest holding value was $922.6K on 2025-09-30. At its lowest, it held 4.3K shares on 2025-06-30, with a value of $204.6K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 25.1K.