Summit Wealth Partners, LLC's ownership history for MOAT

Summit Wealth Partners, LLC currently holds 14.4K shares with a market value of $1.5M. It started holding MOAT on 2024-09-30. At its peak, it held 19.2K shares on 2024-09-30. Its highest holding value was $1.9M on 2024-09-30. At its lowest, it held 14.4K shares on 2025-12-31, with a value of $1.4M on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 873. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 3.7K.