Summit Financial, LLC's ownership history for IBDW

Summit Financial, LLC currently holds 1.9M shares with a market value of $39.8M. It started holding IBDW on 2025-09-30. At its peak, it held 1.9M shares on 2026-03-31. Its highest holding value was $39.8M on 2026-03-31. At its lowest, it held 1.7M shares on 2025-09-30, with a value of $36.9M on 2025-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 160.8K.