Summit Wealth Partners, LLC's ownership history for USMV

Summit Wealth Partners, LLC currently holds 203.9K shares with a market value of $19.4M. It started holding USMV on 2024-09-30. At its peak, it held 219.9K shares on 2024-09-30. Its highest holding value was $20.1M on 2024-09-30. At its lowest, it held 195.2K shares on 2025-03-31, with a value of $17.7M on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 8.8K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 16.0K.