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


SUMMIT WEALTH GROUP LLC / CO currently holds 15.0K shares with a market value of $1.0M. It started holding WPC on 2025-06-30. At its peak, it held 15.0K shares on 2026-03-31. Its highest holding value was $1.0M on 2026-03-31. At its lowest, it held 3.2K shares on 2025-06-30, with a value of $203.7K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has increased its shares by 11.8K.


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