Summit Financial, LLC's ownership history for IVW


Summit Financial, LLC currently holds 36.7K shares with a market value of $4.4M. It started holding IVW on 2024-09-30. At its peak, it held 36.7K shares on 2025-09-30. Its highest holding value was $4.4M on 2025-09-30. At its lowest, it held 9.0K shares on 2024-09-30, with a value of $866.3K on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 21.1K. In the recent year, Summit Financial, LLC has increased its shares by 27.6K.


Summit Financial, LLC's ownership history for IVW