Summit Wealth Partners, LLC's ownership history for WFC

Summit Wealth Partners, LLC currently holds 7.1K shares with a market value of $564.7K. It started holding WFC on 2025-12-31. At its peak, it held 7.1K shares on 2026-03-31. Its highest holding value was $564.7K on 2026-03-31. At its lowest, it held 2.2K shares on 2025-12-31, with a value of $202.2K on 2025-12-31.