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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.3K shares with a market value of $1.2M. It started holding LLY on 2024-09-30. At its peak, it held 1.3K shares on 2026-03-31. Its highest holding value was $1.2M on 2026-03-31. At its lowest, it held 296 shares on 2024-09-30, with a value of $262.2K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 217. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 662.