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

SUMMIT WEALTH GROUP LLC / CO currently holds 2.4K shares with a market value of $1.5M. It started holding SPY on 2025-06-30. At its peak, it held 2.4K shares on 2026-03-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 1.8K shares on 2025-12-31, with a value of $887.9K on 2025-09-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has increased its shares by 300.