Summit Financial, LLC

CIK
0001765536
City
PARSIPPANY
State / Country
NJ

Holdings in WPM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $36,193,222 307,975
2025-09-30 $36,119,063 322,953
2025-06-30 $26,102,255 290,671
2025-03-31 $25,391,453 327,083
2024-12-31 $20,897,321 371,574
2024-09-30 $21,020,743 344,151
2024-06-30 $16,142,109 307,938
2024-03-31 $10,418,369 221,056
2023-12-31 $8,263,019 167,471
2023-09-30 $6,079,985 149,938