Summit Wealth Partners, LLC's ownership history for SDVY

Summit Wealth Partners, LLC currently holds 17.0K shares with a market value of $646.3K. It started holding SDVY on 2024-09-30. At its peak, it held 73.5K shares on 2024-09-30. Its highest holding value was $2.7M on 2024-09-30. At its lowest, it held 17.0K shares on 2025-09-30, with a value of $646.3K on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 37.0K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 56.5K.