Summit Financial Wealth Advisors, LLC's ownership history for WES


Summit Financial Wealth Advisors, LLC currently holds 5.2K shares with a market value of $228.1K. It started holding WES on 2025-03-31. At its peak, it held 5.2K shares on 2026-03-31. Its highest holding value was $228.1K on 2026-06-30. At its lowest, it held 5.0K shares on 2025-03-31, with a value of $204.8K on 2025-03-31. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 213.


Summit Financial Wealth Advisors, LLC's ownership history for WES