Page 4 - Summit Wealth News Today

10 things to think about to help make sure you have enough money for your golden years.

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Summit Wealth & Retirement Planning Inc. cut its position in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 41.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,725 shares of the real estate investment trust’s stock after selling […]

Summit Wealth & Retirement Planning Inc. increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 974 shares of the exchange traded fund’s stock after buying an additional 75 shares during […]

Summit Wealth & Retirement Planning Inc. lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,280 shares of the information services provider’s stock after selling 200 shares during the quarter. […]

Summit Wealth & Retirement Planning Inc. trimmed its position in Liquidity Services, Inc. (NASDAQ:LQDT – Free Report) by 43.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,155 shares of the business services provider’s stock after selling 21,494 shares during the quarter. Summit […]

Summit Wealth & Retirement Planning Inc. reduced its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 18.6% in the 1st quarter, Holdings Channel reports. The institutional investor owned 2,370 shares of the home improvement retailer’s stock after selling 543 shares during the period. Summit Wealth & Retirement Planning Inc.’s holdings in Home […]

Summit Wealth & Retirement Planning Inc. grew its stake in shares of Apollo Senior Floating Rate Fund Inc. (NYSE:AFT – Free Report) by 272.4% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 74,530 shares of the closed-end fund’s stock after buying an additional 54,518 […]

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 […]