Summit Wealth Partners, LLC's ownership history for AGG


Summit Wealth Partners, LLC currently holds 176.1K shares with a market value of $17.5M. It started holding AGG on 2024-09-30. At its peak, it held 235.8K shares on 2024-12-31. Its highest holding value was $23.6M on 2024-09-30. At its lowest, it held 176.1K shares on 2026-03-31, with a value of $17.5M on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 33.3K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 58.9K.


Summit Wealth Partners, LLC's ownership history for AGG