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

SUMMIT WEALTH GROUP LLC / CO currently holds 686 shares with a market value of $254.3K. It started holding IWV on 2025-06-30. At its peak, it held 686 shares on 2025-06-30. Its highest holding value was $265.4K on 2025-12-31. At its lowest, it held 686 shares on 2025-06-30, with a value of $240.8K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has increased its shares by 0.