Summit Wealth Partners, LLC's ownership history for IDV

Summit Wealth Partners, LLC currently holds 6.9K shares with a market value of $292.9K. It started holding IDV on 2024-09-30. At its peak, it held 7.0K shares on 2024-09-30. Its highest holding value was $292.9K on 2026-03-31. At its lowest, it held 5.3K shares on 2025-12-31, with a value of $210.0K on 2025-12-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 116.