Summit Wealth Partners, LLC's ownership history for PSEP

Summit Wealth Partners, LLC currently holds 21.0K shares with a market value of $902.2K. It started holding PSEP on 2024-09-30. At its peak, it held 38.6K shares on 2024-09-30. Its highest holding value was $1.5M on 2024-09-30. At its lowest, it held 13.5K shares on 2025-06-30, with a value of $551.0K on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 6.4K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 17.6K.