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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 21.8K shares with a market value of $1.6M. It started holding SYLD on 2024-09-30. At its peak, it held 21.8K shares on 2026-03-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 11.2K shares on 2024-09-30, with a value of $811.1K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 1.4K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 5.5K.