Summit Financial Wealth Advisors, LLC's ownership history for IVV

Summit Financial Wealth Advisors, LLC currently holds 5.7K shares with a market value of $3.8M. It started holding IVV on 2024-09-30. At its peak, it held 5.7K shares on 2025-09-30. Its highest holding value was $3.8M on 2025-09-30. At its lowest, it held 5.0K shares on 2025-06-30, with a value of $2.8M on 2025-03-31. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 701. In the recent year, Summit Financial Wealth Advisors, LLC has increased its shares by 498.