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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 565 shares with a market value of $318.3K. It started holding DE on 2025-06-30. At its peak, it held 570 shares on 2025-12-31. Its highest holding value was $318.3K on 2026-03-31. At its lowest, it held 565 shares on 2025-06-30, with a value of $258.4K on 2025-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 0.