Summit Wealth Partners, LLC's ownership history for IBTJ

Summit Wealth Partners, LLC currently holds 17.3K shares with a market value of $378.6K. It started holding IBTJ on 2025-06-30. At its peak, it held 33.8K shares on 2025-12-31. Its highest holding value was $766.1K on 2025-12-31. At its lowest, it held 12.1K shares on 2025-06-30, with a value of $281.8K on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 5.3K.