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

SUMMIT WEALTH GROUP LLC / CO currently holds 825 shares with a market value of $355.0K. It started holding GLD on 2025-06-30. At its peak, it held 910 shares on 2025-12-31. Its highest holding value was $360.6K on 2025-12-31. At its lowest, it held 825 shares on 2026-03-31, with a value of $262.2K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 35.