Summit Wealth Partners, LLC's ownership history for IBDW

Summit Wealth Partners, LLC currently holds 26.5K shares with a market value of $562.7K. It started holding IBDW on 2024-09-30. At its peak, it held 29.6K shares on 2024-09-30. Its highest holding value was $628.6K on 2024-09-30. At its lowest, it held 26.5K shares on 2025-06-30, with a value of $557.9K on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 3.1K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 3.1K.