Summit Wealth Partners, LLC's ownership history for IBTF

Summit Wealth Partners, LLC currently holds 36.9K shares with a market value of $861.4K. It started holding IBTF on 2024-09-30. At its peak, it held 78.6K shares on 2024-09-30. Its highest holding value was $1.8M on 2024-09-30. At its lowest, it held 36.9K shares on 2025-09-30, with a value of $861.4K on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 8.8K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 41.7K.