Summit Wealth Partners, LLC's ownership history for IBHF

Summit Wealth Partners, LLC currently holds 29.3K shares with a market value of $684.5K. It started holding IBHF on 2024-09-30. At its peak, it held 41.1K shares on 2024-09-30. Its highest holding value was $961.1K on 2024-09-30. At its lowest, it held 29.3K shares on 2025-06-30, with a value of $679.8K on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 7.4K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 11.8K.