SUMMIT WEALTH GROUP LLC / CO's ownership history for IWM

SUMMIT WEALTH GROUP LLC / CO currently holds 1.3K shares with a market value of $330.8K. It started holding IWM on 2025-06-30. At its peak, it held 1.3K shares on 2025-12-31. Its highest holding value was $330.8K on 2025-12-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $248.2K on 2025-06-30.