SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for AAPL
SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 27.6K shares with a market value of $7.0M. It started holding AAPL on 2024-09-30. At its peak, it held 28.3K shares on 2025-06-30. Its highest holding value was $7.1M on 2024-12-31. At its lowest, it held 27.6K shares on 2025-09-30, with a value of $5.8M on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 548. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 433.
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for AAPL