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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 5.3K shares with a market value of $424.8K. It started holding WFC on 2024-12-31. At its peak, it held 6.2K shares on 2025-12-31. Its highest holding value was $575.4K on 2025-12-31. At its lowest, it held 3.2K shares on 2024-12-31, with a value of $226.4K on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 2.0K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 2.0K.