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

SUMMIT WEALTH GROUP LLC / CO currently holds 1.4K shares with a market value of $335.5K. It started holding IWM on 2025-06-30. At its peak, it held 1.4K shares on 2026-03-31. Its highest holding value was $335.5K on 2026-03-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $248.2K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has increased its shares by 203.