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

SUMMIT WEALTH GROUP LLC / CO currently holds 1.8K shares with a market value of $1.2M. It started holding SPY on 2025-06-30. At its peak, it held 2.1K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 1.8K shares on 2025-12-31, with a value of $887.9K on 2025-09-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 108.