Summit Wealth Partners, LLC's ownership history for BND

Summit Wealth Partners, LLC currently holds 30.5K shares with a market value of $2.2M. 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 30.5K shares on 2026-03-31, with a value of $2.2M on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 17.8K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 26.7K.