Summit Wealth Group, LLC's ownership history for IYW

Summit Wealth Group, LLC currently holds 1.5K shares with a market value of $272.3K. It started holding IYW on 2025-06-30. At its peak, it held 1.5K shares on 2026-03-31. Its highest holding value was $278.0K on 2025-12-31. At its lowest, it held 1.4K shares on 2025-12-31, with a value of $245 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 102.