Summit Wealth Group, LLC's ownership history for BAC

Summit Wealth Group, LLC currently holds 4.5K shares with a market value of $250.2K. It started holding BAC on 2025-06-30. At its peak, it held 4.6K shares on 2025-06-30. Its highest holding value was $250.2K on 2025-12-31. At its lowest, it held 4.2K shares on 2025-09-30, with a value of $217 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 34.