Summit Wealth Group, LLC's ownership history for BIV

Summit Wealth Group, LLC currently holds 4.0K shares with a market value of $315.8K. It started holding BIV on 2024-09-30. At its peak, it held 5.8K shares on 2024-09-30. Its highest holding value was $315.8K on 2025-09-30. At its lowest, it held 3.9K shares on 2025-06-30, with a value of $300 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 160. In the recent year, Summit Wealth Group, LLC has decreased its shares by 1.8K.