Summit Financial, LLC's ownership history for UPS

Summit Financial, LLC currently holds 34.4K shares with a market value of $3.4M. It started holding UPS on 2024-09-30. At its peak, it held 35.6K shares on 2025-09-30. Its highest holding value was $3.5M on 2024-09-30. At its lowest, it held 24.0K shares on 2024-12-31, with a value of $2.7M on 2025-06-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 7.4K. In the recent year, Summit Financial, LLC has increased its shares by 10.4K.