Summit Wealth Group, LLC's ownership history for IAGG

Summit Wealth Group, LLC currently holds 68.1K shares with a market value of $3.5M. It started holding IAGG on 2024-09-30. At its peak, it held 74.9K shares on 2024-12-31. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 68.1K shares on 2025-09-30, with a value of $3.6K on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 4.2K. In the recent year, Summit Wealth Group, LLC has decreased its shares by 3.9K.