Summit Wealth Partners, LLC's ownership history for AGG

Summit Wealth Partners, LLC currently holds 209.4K shares with a market value of $21.0M. 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 200.7K shares on 2025-06-30, with a value of $19.9M on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 25.6K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 23.8K.