Summit Wealth Partners, LLC's ownership history for BSEP

Summit Wealth Partners, LLC currently holds 4.7K shares with a market value of $226.6K. It started holding BSEP on 2025-09-30. At its peak, it held 4.7K shares on 2025-09-30. Its highest holding value was $232.1K on 2025-12-31. At its lowest, it held 4.7K shares on 2025-09-30, with a value of $226.6K on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 0.