Summit Wealth Partners, LLC's ownership history for IBDS

Summit Wealth Partners, LLC currently holds 24.2K shares with a market value of $587.2K. It started holding IBDS on 2024-09-30. At its peak, it held 24.2K shares on 2025-12-31. Its highest holding value was $587.2K on 2025-12-31. At its lowest, it held 17.5K shares on 2025-03-31, with a value of $422.4K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 6.7K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 6.5K.