Summit Financial, LLC's ownership history for IBDT

Summit Financial, LLC currently holds 548.9K shares with a market value of $13.9M. It started holding IBDT on 2025-09-30. At its peak, it held 779.8K shares on 2025-09-30. Its highest holding value was $19.9M on 2025-09-30. At its lowest, it held 528.4K shares on 2025-12-31, with a value of $13.4M on 2025-12-31. In the recent 180 days, Summit Financial, LLC has decreased its shares by 230.9K.