Summit Wealth Partners, LLC's ownership history for IWB

Summit Wealth Partners, LLC currently holds 24.9K shares with a market value of $8.9M. 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 24.9K shares on 2026-03-31, with a value of $8.5M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 828. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 2.7K.