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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 3.4K shares with a market value of $552.1K. It started holding MS on 2025-06-30. At its peak, it held 3.4K shares on 2026-03-31. Its highest holding value was $552.1K on 2026-03-31. At its lowest, it held 2.8K shares on 2025-06-30, with a value of $394.4K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 555.