Summit Wealth Partners, LLC's ownership history for XSOE

Summit Wealth Partners, LLC currently holds 33.2K shares with a market value of $1.3M. It started holding XSOE on 2024-09-30. At its peak, it held 136.9K shares on 2024-09-30. Its highest holding value was $4.5M on 2024-09-30. At its lowest, it held 33.2K shares on 2025-09-30, with a value of $1.3M on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 70.6K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 103.7K.