Summit Wealth News Today

Gladstone Institutional Advisory LLC raised its stake in Aberdeen Standard Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 45.4% in the fourth quarter, HoldingsChannel reports. The fund owned 45,787 shares of the company’s stock after purchasing an additional 14,306 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Aberdeen Standard Physical […]

Summit Wealth & Retirement Planning Inc. cut its stake in Visa Inc. (NYSE:V – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,223 shares of the credit-card processor’s stock after selling 39 shares during the quarter. Summit Wealth & […]

Summit Wealth & Retirement Planning Inc. purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,738 shares of the semiconductor manufacturer’s stock, valued at approximately $256,000. Other hedge funds and […]

Summit Wealth & Retirement Planning Inc. grew its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,594 shares of the home improvement retailer’s stock after purchasing an additional 210 […]

Summit Wealth & Retirement Planning Inc. boosted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 15.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,594 shares of the home improvement retailer’s stock after purchasing an additional 210 shares […]

Summit Wealth & Retirement Planning Inc. grew its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,594 shares of the home improvement retailer’s stock after purchasing an additional 210 […]

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Summit Wealth & Retirement Planning Inc. purchased a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 773 shares of the medical research company’s stock, valued at approximately $208,000. Several other […]

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