Summit Wealth Partners, LLC's ownership history for IWB

Summit Wealth Partners, LLC currently holds 25.7K shares with a market value of $9.4M. It started holding IWB on 2024-09-30. At its peak, it held 31.4K shares on 2024-09-30. Its highest holding value was $9.9M on 2024-09-30. At its lowest, it held 25.7K shares on 2025-09-30, with a value of $8.5M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 1.9K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 5.7K.