Summit Financial, LLC

CIK
0001765536
City
PARSIPPANY
State / Country
NJ

Holdings in WES

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,724,889 94,301
2025-09-30 $3,697,228 94,101
2025-06-30 $3,638,728 94,024
2025-03-31 $3,851,223 94,024
2024-12-31 $3,611,536 93,977
2024-09-30 $3,503,391 91,568
2024-06-30 $594,917 14,974
2020-03-31 $37,444 11,557