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


SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 9.2K shares with a market value of $2.3M. It started holding VB on 2024-09-30. At its peak, it held 9.5K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 2.3K shares on 2024-09-30, with a value of $540.5K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 6.4K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 7.0K.


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