Summit Wealth Partners, LLC's ownership history for IBTL

Summit Wealth Partners, LLC currently holds 20.4K shares with a market value of $416.5K. It started holding IBTL on 2025-03-31. At its peak, it held 20.4K shares on 2025-03-31. Its highest holding value was $420.0K on 2025-09-30. At its lowest, it held 20.4K shares on 2025-03-31, with a value of $415.1K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 0. In the recent year, Summit Wealth Partners, LLC has increased its shares by 0.