Summit Wealth Partners, LLC's ownership history for IWR

Summit Wealth Partners, LLC currently holds 71.1K shares with a market value of $6.9M. It started holding IWR on 2024-09-30. At its peak, it held 95.8K shares on 2024-09-30. Its highest holding value was $8.4M on 2024-09-30. At its lowest, it held 71.1K shares on 2026-03-31, with a value of $6.9M on 2026-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 6.3K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 14.7K.