Summit Wealth Partners, LLC's ownership history for IBDR

Summit Wealth Partners, LLC currently holds 32.0K shares with a market value of $777.6K. It started holding IBDR on 2024-09-30. At its peak, it held 38.1K shares on 2024-12-31. Its highest holding value was $916.3K on 2024-12-31. At its lowest, it held 31.9K shares on 2024-09-30, with a value of $774.6K on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 4.6K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 122.