Summit Financial, LLC's ownership history for WFC

Summit Financial, LLC currently holds 153.5K shares with a market value of $14.3M. It started holding WFC on 2024-09-30. At its peak, it held 153.5K shares on 2025-12-31. Its highest holding value was $14.3M on 2025-12-31. At its lowest, it held 22.8K shares on 2024-09-30, with a value of $1.3M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 114.6K. In the recent year, Summit Financial, LLC has increased its shares by 129.5K.