Summit Wealth & Retirement Planning Inc. reduced its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 41.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,359 shares of the coffee company’s stock after selling 2,381 shares during […]
Summit Wealth & Retirement Planning Inc. lifted its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 1.6% during the first quarter, Holdings Channel.com reports. The firm owned 183,703 shares of the company’s stock after buying an additional 2,980 shares during the quarter. Vanguard Mega Cap ETF accounts for 9.8% of […]
Summit Wealth & Retirement Planning Inc. raised its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 183,703 shares of the company’s stock after purchasing an additional 2,980 […]
Summit Wealth & Retirement Planning Inc Trims Holdings in Ingersoll Rand Inc (NYSE:IR) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Summit Wealth & Retirement Planning Inc. bought a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 1,650 shares of the retailer’s stock, valued at approximately $243,000. Other institutional investors and hedge funds have also made changes to their positions in the company. AMI […]