Summit Wealth Partners, LLC's ownership history for IWR

Summit Wealth Partners, LLC currently holds 77.4K shares with a market value of $7.5M. It started holding IWR on 2024-09-30. At its peak, it held 95.8K shares on 2024-09-30. Its highest holding value was $8.4M on 2024-09-30. At its lowest, it held 77.4K shares on 2025-09-30, with a value of $7.3M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 8.3K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 18.4K.