Summit Wealth Group, LLC's ownership history for AGG

Summit Wealth Group, LLC currently holds 67.9K shares with a market value of $6.7M. It started holding AGG on 2024-09-30. At its peak, it held 102.9K shares on 2024-09-30. Its highest holding value was $6.9M on 2025-09-30. At its lowest, it held 67.9K shares on 2026-03-31, with a value of $7.1K on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 1.4K. In the recent year, Summit Wealth Group, LLC has decreased its shares by 25.6K.