Summit Wealth Group, LLC's ownership history for BND

Summit Wealth Group, LLC currently holds 399.0K shares with a market value of $29.4M. It started holding BND on 2024-09-30. At its peak, it held 482.9K shares on 2024-12-31. Its highest holding value was $29.4M on 2026-03-31. At its lowest, it held 349.1K shares on 2025-06-30, with a value of $25.7K on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 34.1K. In the recent year, Summit Wealth Group, LLC has decreased its shares by 60.0K.