Summit Wealth Partners, LLC's ownership history for USMV


Summit Wealth Partners, LLC currently holds 188.7K shares with a market value of $17.8M. It started holding USMV on 2024-09-30. At its peak, it held 219.9K shares on 2024-09-30. Its highest holding value was $20.1M on 2024-09-30. At its lowest, it held 188.7K shares on 2025-12-31, with a value of $17.7M on 2024-12-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 15.0K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 11.2K.


Summit Wealth Partners, LLC's ownership history for USMV