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

SUMMIT WEALTH GROUP LLC / CO currently holds 20.1K shares with a market value of $558.7K. It started holding FNDX on 2025-06-30. At its peak, it held 20.5K shares on 2025-06-30. Its highest holding value was $558.7K on 2026-03-31. At its lowest, it held 20.1K shares on 2025-12-31, with a value of $503.3K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 447.