Summit Wealth Partners, LLC's ownership history for IWF

Summit Wealth Partners, LLC currently holds 56.0K shares with a market value of $26.2M. It started holding IWF on 2024-09-30. At its peak, it held 56.1K shares on 2025-06-30. Its highest holding value was $26.2M on 2025-09-30. At its lowest, it held 52.4K shares on 2024-12-31, with a value of $19.0M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 3.3K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 1.4K.