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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 4.2K shares with a market value of $572.7K. It started holding HDV on 2024-09-30. At its peak, it held 4.2K shares on 2026-03-31. Its highest holding value was $572.7K on 2026-03-31. At its lowest, it held 4.0K shares on 2024-12-31, with a value of $449.7K on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 180. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 197.