Summit Wealth Group, LLC's ownership history for TIP

Summit Wealth Group, LLC currently holds 5.5K shares with a market value of $611.5K. It started holding TIP on 2024-09-30. At its peak, it held 14.5K shares on 2024-09-30. Its highest holding value was $611.5K on 2025-09-30. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $635 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 5.7K. In the recent year, Summit Wealth Group, LLC has decreased its shares by 9.0K.