Summit Wealth Partners, LLC's ownership history for IUSV

Summit Wealth Partners, LLC currently holds 48.0K shares with a market value of $4.9M. It started holding IUSV on 2024-09-30. At its peak, it held 48.0K shares on 2025-12-31. Its highest holding value was $4.9M on 2025-12-31. At its lowest, it held 34.4K shares on 2024-09-30, with a value of $3.3M on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 151. In the recent year, Summit Wealth Partners, LLC has increased its shares by 11.5K.