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

SUMMIT WEALTH GROUP LLC / CO currently holds 6.6K shares with a market value of $523.4K. It started holding WFC on 2025-06-30. At its peak, it held 30.5K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 4.6K shares on 2025-06-30, with a value of $366.9K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 23.9K.