Summit Financial Wealth Advisors, LLC's ownership history for SPHD


Summit Financial Wealth Advisors, LLC currently holds 24.6K shares with a market value of $1.2M. It started holding SPHD on 2024-09-30. At its peak, it held 24.6K shares on 2025-12-31. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 24.1K shares on 2024-09-30, with a value of $1.2M on 2025-06-30. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 5. In the recent year, Summit Financial Wealth Advisors, LLC has increased its shares by 479.


Summit Financial Wealth Advisors, LLC's ownership history for SPHD