SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for BAC

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 15.4K shares with a market value of $752.9K. It started holding BAC on 2024-09-30. At its peak, it held 16.5K shares on 2025-03-31. Its highest holding value was $841.1K on 2025-12-31. At its lowest, it held 13.3K shares on 2024-09-30, with a value of $526.7K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 99. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 1.1K.