Summit Financial, LLC
Holdings in CXE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,252,560 | 608,800 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,875,066 | 504,050 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,634,986 | 456,700 | Shares | Sole | 2025-08-13 |