Summit Wealth Partners, LLC's ownership history for SHV

Summit Wealth Partners, LLC currently holds 2.2K shares with a market value of $244.0K. It started holding SHV on 2024-09-30. At its peak, it held 2.2K shares on 2024-09-30. Its highest holding value was $248.7K on 2024-09-30. At its lowest, it held 2.2K shares on 2025-12-31, with a value of $244.0K on 2025-12-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 33. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 33.