Summit Wealth Partners, LLC's ownership history for IBMO

Summit Wealth Partners, LLC currently holds 8.9K shares with a market value of $228.8K. It started holding IBMO on 2024-12-31. At its peak, it held 8.9K shares on 2024-12-31. Its highest holding value was $228.8K on 2025-09-30. At its lowest, it held 8.9K shares on 2024-12-31, with a value of $227.1K on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 0.