Summit Financial Strategies, Inc.
Holdings in FNGR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,698 | 15,202 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $24,016 | 15,200 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $29,435 | 14,500 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $21,509 | 15,700 | Shares | Sole | 2025-05-12 |
| 2025-03-31 | $16,440 | 12,000 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $12,000 | 10,000 | Shares | Sole | 2025-01-22 |
| 2023-09-30 | $67,689 | 10,900 | Shares | Sole | 2023-10-24 |