Summit Wealth Partners, LLC's ownership history for SDY

Summit Wealth Partners, LLC currently holds 1.9K shares with a market value of $278.5K. It started holding SDY on 2024-09-30. At its peak, it held 1.9K shares on 2026-03-31. Its highest holding value was $278.5K on 2026-03-31. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $203.8K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 406.