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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 4.2K shares with a market value of $536.6K. It started holding STT on 2024-09-30. At its peak, it held 4.3K shares on 2025-06-30. Its highest holding value was $536.6K on 2025-12-31. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $355.8K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 135. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 137.