Summit Wealth Partners, LLC's ownership history for IBDT

Summit Wealth Partners, LLC currently holds 26.1K shares with a market value of $665.6K. It started holding IBDT on 2024-09-30. At its peak, it held 27.1K shares on 2024-09-30. Its highest holding value was $691.6K on 2024-09-30. 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 107. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 1.0K.