Summit Wealth Partners, LLC's ownership history for USMV

Summit Wealth Partners, LLC currently holds 182.5K shares with a market value of $16.9M. 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 182.5K shares on 2026-03-31, with a value of $16.9M on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 21.5K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 12.7K.