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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.0K shares with a market value of $273.0K. It started holding UNH on 2025-06-30. At its peak, it held 1.0K shares on 2026-03-31. Its highest holding value was $323.5K on 2025-09-30. At its lowest, it held 937 shares on 2025-06-30, with a value of $273.0K on 2026-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 72.