Summit Wealth Partners, LLC's ownership history for BRO

Summit Wealth Partners, LLC currently holds 201.7K shares with a market value of $18.9M. It started holding BRO on 2024-09-30. At its peak, it held 236.7K shares on 2024-09-30. Its highest holding value was $25.1M on 2025-03-31. At its lowest, it held 201.7K shares on 2025-03-31, with a value of $18.9M on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 0. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 35.0K.