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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 2.7K shares with a market value of $353.5K. It started holding XLK on 2025-06-30. At its peak, it held 2.7K shares on 2026-03-31. Its highest holding value was $353.5K on 2026-03-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $286.1K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 1.5K.