Summit Wealth Partners, LLC's ownership history for IBDT

Summit Wealth Partners, LLC currently holds 29.6K shares with a market value of $752.8K. It started holding IBDT on 2024-09-30. At its peak, it held 29.6K shares on 2025-12-31. Its highest holding value was $752.8K on 2025-12-31. At its lowest, it held 25.9K shares on 2024-12-31, with a value of $645.9K on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 3.5K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 3.6K.