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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 2.7K shares with a market value of $264.9K. It started holding IWR on 2024-12-31. At its peak, it held 2.9K shares on 2024-12-31. Its highest holding value was $282.3K on 2025-09-30. At its lowest, it held 2.7K shares on 2026-03-31, with a value of $248.8K on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 200. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 200.