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. […]