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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 2.3K shares with a market value of $239.8K. It started holding IUSV on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $240.5K on 2025-12-31. At its lowest, it held 2.3K shares on 2024-09-30, with a value of $216.4K on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 0. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 0.