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Summit Wealth & Retirement Planning Inc. bought a new stake in shares of Walmart Inc. (NYSE:WMT – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,650 shares of the retailer’s stock, valued at approximately $243,000. Other hedge funds have […]
Summit Wealth & Retirement Planning Inc. acquired a new stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) during the first quarter, Holdings Channel.com reports. The firm acquired 162 shares of the restaurant operator’s stock, valued at approximately $277,000. A number of other hedge funds and other institutional investors also recently made changes to […]
Summit Wealth & Retirement Planning Inc. lowered its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 3,280 shares of the information services provider’s stock after selling 200 shares during the period. Summit Wealth & Retirement Planning […]
Summit Wealth & Retirement Planning Inc. boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 28.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,340 shares of the exchange traded fund’s stock after buying an additional 15,754 shares […]
Summit Wealth & Retirement Planning Inc. acquired a new position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 8,864 shares of the financial services provider’s stock, valued at approximately $464,000. Other institutional […]