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


SUMMIT WEALTH GROUP LLC / CO currently holds 22.8K shares with a market value of $1.0M. It started holding DFNL on 2025-06-30. At its peak, it held 27.1K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 22.4K shares on 2025-12-31, with a value of $1.0M on 2026-03-31. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 4.3K.


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