Summit Wealth Partners, LLC's ownership history for IVV

Summit Wealth Partners, LLC currently holds 43.4K shares with a market value of $28.3M. It started holding IVV on 2024-09-30. At its peak, it held 43.4K shares on 2026-03-31. Its highest holding value was $28.5M on 2025-12-31. At its lowest, it held 14.0K shares on 2024-12-31, with a value of $8.2M on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 3.9K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 25.1K.