Summit Wealth Partners, LLC's ownership history for VOO

Summit Wealth Partners, LLC currently holds 1.2K shares with a market value of $710.5K. It started holding VOO on 2024-09-30. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $710.5K on 2025-09-30. At its lowest, it held 589 shares on 2024-09-30, with a value of $310.8K on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 448. In the recent year, Summit Wealth Partners, LLC has increased its shares by 571.