Summit Wealth Partners, LLC's ownership history for ITOT

Summit Wealth Partners, LLC currently holds 50.5K shares with a market value of $7.2M. It started holding ITOT on 2024-09-30. At its peak, it held 58.7K shares on 2024-09-30. Its highest holding value was $7.9M on 2025-12-31. At its lowest, it held 50.5K shares on 2026-03-31, with a value of $6.7M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 519. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 4.4K.