West Financial Advisors, LLC's ownership history for SUSA
West Financial Advisors, LLC currently holds 4.6K shares with a market value of $607.1K. It started holding SUSA on 2024-09-30. At its peak, it held 5.3K shares on 2024-12-31. Its highest holding value was $660.7K on 2025-06-30. At its lowest, it held 4.6K shares on 2026-03-31, with a value of $598.8K on 2025-03-31. In the recent 180 days, West Financial Advisors, LLC has decreased its shares by 58. In the recent year, West Financial Advisors, LLC has decreased its shares by 617.
West Financial Advisors, LLC's ownership history for SUSA