Summit Wealth Partners, LLC's ownership history for AXP

Summit Wealth Partners, LLC currently holds 2.4K shares with a market value of $805.7K. It started holding AXP on 2026-03-31. At its peak, it held 2.4K shares on 2026-06-30. Its highest holding value was $805.7K on 2026-06-30. At its lowest, it held 2.3K shares on 2026-03-31, with a value of $682.7K on 2026-03-31.