Summit Wealth Group, LLC's ownership history for CMF

Summit Wealth Group, LLC currently holds 6.8K shares with a market value of $393.5K. It started holding CMF on 2024-12-31. At its peak, it held 6.8K shares on 2025-09-30. Its highest holding value was $393.5K on 2025-12-31. At its lowest, it held 6.4K shares on 2024-12-31, with a value of $359 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 413. In the recent year, Summit Wealth Group, LLC has increased its shares by 413.