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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 6.7K shares with a market value of $2.5M. It started holding TSLA on 2024-09-30. At its peak, it held 7.0K shares on 2025-06-30. Its highest holding value was $3.1M on 2025-12-31. At its lowest, it held 2.8K shares on 2024-09-30, with a value of $739.9K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 30. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 1.9K.