SUMMIT WEALTH GROUP LLC / CO's ownership history for CRM


SUMMIT WEALTH GROUP LLC / CO currently holds 1.7K shares with a market value of $322.6K. It started holding CRM on 2025-06-30. At its peak, it held 13.6K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $288.1K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 11.8K.


SUMMIT WEALTH GROUP LLC / CO's ownership history for CRM