Summit Wealth Partners, LLC's ownership history for BIV

Summit Wealth Partners, LLC currently holds 3.2K shares with a market value of $248.4K. It started holding BIV on 2024-09-30. At its peak, it held 3.2K shares on 2026-03-31. Its highest holding value was $250.1K on 2025-12-31. 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 375. In the recent year, Summit Wealth Partners, LLC has increased its shares by 414.