Summit Wealth Group, LLC's ownership history for IVW

Summit Wealth Group, LLC currently holds 2.2K shares with a market value of $268.4K. It started holding IVW on 2024-09-30. At its peak, it held 2.2K shares on 2024-09-30. Its highest holding value was $268.4K on 2025-09-30. At its lowest, it held 2.2K shares on 2024-09-30, with a value of $206 on 2025-03-31. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 0. In the recent year, Summit Wealth Group, LLC has increased its shares by 0.