Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in UUP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $208,860 | 7,727 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $212,569 | 7,727 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $217,781 | 8,102 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $406,038 | 14,227 | Shares | Sole | 2025-05-14 |