Summit Wealth Partners, LLC's ownership history for BUFR

Summit Wealth Partners, LLC currently holds 24.5K shares with a market value of $828.4K. It started holding BUFR on 2024-09-30. At its peak, it held 27.0K shares on 2025-12-31. Its highest holding value was $925.0K on 2025-12-31. At its lowest, it held 16.6K shares on 2025-06-30, with a value of $500.0K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 7.1K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 7.7K.