Summit Wealth Partners, LLC's ownership history for IWO

Summit Wealth Partners, LLC currently holds 1.7K shares with a market value of $531.3K. It started holding IWO on 2024-09-30. At its peak, it held 1.8K shares on 2024-09-30. Its highest holding value was $531.3K on 2025-09-30. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $450.2K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 102. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 136.