Summit Wealth Partners, LLC's ownership history for IEF

Summit Wealth Partners, LLC currently holds 97.6K shares with a market value of $9.4M. It started holding IEF on 2024-09-30. At its peak, it held 103.6K shares on 2025-03-31. Its highest holding value was $10.2M on 2024-09-30. At its lowest, it held 94.4K shares on 2025-06-30, with a value of $9.0M on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 6.1K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 5.9K.