Summit Wealth Partners, LLC's ownership history for BND

Summit Wealth Partners, LLC currently holds 48.3K shares with a market value of $3.6M. It started holding BND on 2024-09-30. At its peak, it held 58.2K shares on 2024-12-31. Its highest holding value was $4.2M on 2025-03-31. At its lowest, it held 48.3K shares on 2025-09-30, with a value of $3.6M on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 8.8K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 3.1K.