Summit Wealth Partners, LLC's ownership history for IUSV

Summit Wealth Partners, LLC currently holds 47.6K shares with a market value of $4.8M. It started holding IUSV on 2024-09-30. At its peak, it held 47.8K shares on 2025-06-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 34.4K shares on 2024-09-30, with a value of $3.3M on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 7.3K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 13.2K.