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

SUMMIT WEALTH GROUP LLC / CO currently holds 2.4M shares with a market value of $77.3M. It started holding SEIE on 2025-06-30. At its peak, it held 2.4M shares on 2026-03-31. Its highest holding value was $77.3M on 2026-03-31. At its lowest, it held 132.0K shares on 2025-06-30, with a value of $3.9M on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has increased its shares by 2.2M.