Summit Wealth Partners, LLC's ownership history for NFTY

Summit Wealth Partners, LLC currently holds 5.4K shares with a market value of $279.0K. It started holding NFTY on 2025-06-30. At its peak, it held 6.5K shares on 2025-09-30. Its highest holding value was $387.7K on 2025-06-30. At its lowest, it held 5.4K shares on 2026-03-31, with a value of $279.0K on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 1.1K.