Summit Wealth Partners, LLC's ownership history for IBHF

Summit Wealth Partners, LLC currently holds 24.7K shares with a market value of $567.4K. 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 24.7K shares on 2026-03-31, with a value of $567.4K on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 4.5K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 12.0K.