Summit Wealth Partners, LLC's ownership history for QUAL

Summit Wealth Partners, LLC currently holds 131.8K shares with a market value of $25.6M. It started holding QUAL on 2024-09-30. At its peak, it held 146.5K shares on 2024-09-30. Its highest holding value was $26.3M on 2024-09-30. At its lowest, it held 131.8K shares on 2025-09-30, with a value of $23.8M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 7.7K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 14.7K.