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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 4.2K shares with a market value of $204.4K. It started holding JVAL on 2025-06-30. At its peak, it held 4.6K shares on 2025-06-30. Its highest holding value was $224.8K on 2025-12-31. At its lowest, it held 4.2K shares on 2026-03-31, with a value of $202.6K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 397.