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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 59.1K shares with a market value of $12.6M. It started holding IWD on 2024-09-30. At its peak, it held 64.7K shares on 2024-09-30. Its highest holding value was $12.6M on 2026-03-31. At its lowest, it held 59.1K shares on 2026-03-31, with a value of $11.6M on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 1.9K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 2.4K.