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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.0K shares with a market value of $356.6K. It started holding IWB on 2024-09-30. At its peak, it held 1.6K shares on 2024-09-30. Its highest holding value was $597.1K on 2025-12-31. At its lowest, it held 1.0K shares on 2026-03-31, with a value of $356.6K on 2026-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 599. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 599.