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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.1K shares with a market value of $645.7K. It started holding MA on 2025-06-30. At its peak, it held 1.1K shares on 2025-12-31. Its highest holding value was $645.7K on 2025-12-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $619.3K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 29.