Summit Financial Strategies, Inc.'s ownership history for AVEM

Summit Financial Strategies, Inc. currently holds 829.3K shares with a market value of $66.8M. It started holding AVEM on 2024-09-30. At its peak, it held 868.5K shares on 2025-06-30. Its highest holding value was $66.8M on 2026-03-31. At its lowest, it held 806.7K shares on 2024-09-30, with a value of $49.6M on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 30.6K. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 37.9K.