Summit Wealth Partners, LLC's ownership history for BSV

Summit Wealth Partners, LLC currently holds 35.1K shares with a market value of $2.8M. It started holding BSV on 2024-09-30. At its peak, it held 35.1K shares on 2026-03-31. Its highest holding value was $2.8M on 2026-03-31. At its lowest, it held 25.5K shares on 2024-12-31, with a value of $2.0M on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 2.0K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 2.3K.