Summit Financial, LLC

CIK
0001765536
City
PARSIPPANY
State / Country
NJ

Holdings in ESPR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $396,873 107,263
2025-09-30 $261,390 98,638
2025-06-30 $73,289 74,785
2025-03-31 $93,879 65,194
2024-12-31 $102,361 46,528
2024-09-30 $64,973 39,378
2024-06-30 $72,565 32,687
2024-03-31 $69,315 25,864
2023-12-31 $46,371 15,509
2023-09-30 $11,649 11,887