Summit Wealth Group, LLC's ownership history for IVV

Summit Wealth Group, LLC currently holds 2.6K shares with a market value of $1.7M. It started holding IVV on 2025-03-31. At its peak, it held 2.7K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-12-31. At its lowest, it held 1.4K shares on 2025-03-31, with a value of $759 on 2025-03-31. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 32. In the recent year, Summit Wealth Group, LLC has increased its shares by 1.2K.