SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Holdings in GLTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $28,883,716 | 140,485 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $25,025,967 | 151,260 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $20,950,447 | 151,650 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $19,259,180 | 148,754 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $16,062,971 | 146,293 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $16,468,060 | 145,362 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $14,377,758 | 139,617 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $12,881,613 | 134,886 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $12,114,488 | 133,097 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $11,155,176 | 132,563 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $10,971,929 | 126,463 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $11,352,270 | 124,463 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $8,004,644 | 89,708 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $8,516,134 | 104,969 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,942,413 | 104,798 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $9,640,955 | 100,343 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $9,090,356 | 101,625 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $7,838,463 | 90,660 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $8,024,832 | 83,202 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $7,692,536 | 83,010 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $7,216,522 | 72,931 | Shares | Sole | 2021-02-09 |
| 2020-09-30 | $6,828,355 | 72,673 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $6,065,530 | 72,615 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $5,333,827 | 71,023 | Shares | Sole | 2020-05-11 |