Summit Wealth Partners, LLC's ownership history for BIV

Summit Wealth Partners, LLC currently holds 2.8K shares with a market value of $222.1K. It started holding BIV on 2024-09-30. At its peak, it held 2.9K shares on 2025-06-30. Its highest holding value was $222.1K on 2025-09-30. At its lowest, it held 2.7K shares on 2024-09-30, with a value of $200.5K on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 39. In the recent year, Summit Wealth Partners, LLC has increased its shares by 161.