Summit Wealth Group, LLC's ownership history for BSV

Summit Wealth Group, LLC currently holds 7.6K shares with a market value of $603.0K. It started holding BSV on 2024-09-30. At its peak, it held 13.9K shares on 2024-09-30. Its highest holding value was $603.0K on 2025-09-30. At its lowest, it held 7.6K shares on 2025-06-30, with a value of $598 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 613. In the recent year, Summit Wealth Group, LLC has decreased its shares by 6.2K.