Summit Wealth Partners, LLC's ownership history for IJR

Summit Wealth Partners, LLC currently holds 29.9K shares with a market value of $3.6M. It started holding IJR on 2024-09-30. At its peak, it held 32.6K shares on 2024-09-30. Its highest holding value was $3.8M on 2024-09-30. At its lowest, it held 29.6K shares on 2025-06-30, with a value of $3.2M on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 1.7K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 2.7K.