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


SUMMIT WEALTH GROUP LLC / CO currently holds 117.2K shares with a market value of $4.1M. It started holding DFSV on 2025-06-30. At its peak, it held 123.0K shares on 2025-12-31. Its highest holding value was $4.1M on 2026-03-31. At its lowest, it held 117.1K shares on 2025-06-30, with a value of $3.4M on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has increased its shares by 113.


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