Summit Wealth Group, LLC's ownership history for BLV

Summit Wealth Group, LLC currently holds 124.1K shares with a market value of $8.8M. It started holding BLV on 2024-09-30. At its peak, it held 124.1K shares on 2025-09-30. Its highest holding value was $8.8M on 2025-09-30. At its lowest, it held 4.2K shares on 2024-12-31, with a value of $289 on 2024-12-31. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 110.8K. In the recent year, Summit Wealth Group, LLC has increased its shares by 119.0K.