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


SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 2.4K shares with a market value of $227.4K. It started holding DIS on 2024-09-30. At its peak, it held 2.8K shares on 2025-09-30. Its highest holding value was $346.9K on 2025-06-30. At its lowest, it held 2.4K shares on 2026-03-31, with a value of $227.4K on 2026-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 449. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 335.


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