Summit Wealth Partners, LLC's ownership history for ITOT

Summit Wealth Partners, LLC currently holds 51.0K shares with a market value of $7.4M. It started holding ITOT on 2024-09-30. At its peak, it held 58.7K shares on 2024-09-30. Its highest holding value was $7.4M on 2025-09-30. At its lowest, it held 50.6K shares on 2025-06-30, with a value of $6.7M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 3.9K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 7.7K.