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


SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 15.3K shares with a market value of $1.4M. It started holding IEFA on 2024-12-31. At its peak, it held 17.1K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 9.5K shares on 2024-12-31, with a value of $668.9K on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 813. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 3.3K.


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