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Summit Wealth & Retirement Planning Inc. raised its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 11.5% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,125 shares of the company’s stock after purchasing an additional 322 shares during the period. Summit Wealth & […]
Summit Wealth & Retirement Planning Inc. lowered its position in Catalent, Inc. (NYSE:CTLT – Free Report) by 32.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,240 shares of the company’s stock after selling 2,056 shares during the quarter. Summit Wealth & […]
Summit Wealth & Retirement Planning Inc. cut its holdings in shares of Liquidity Services, Inc. (NASDAQ:LQDT – Free Report) by 43.3% in the 1st quarter, Holdings Channel reports. The firm owned 28,155 shares of the business services provider’s stock after selling 21,494 shares during the period. Summit Wealth & Retirement Planning Inc.’s holdings in Liquidity […]
Summit Wealth & Retirement Planning Inc. trimmed its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.9% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,188 shares of the company’s stock after selling 622 shares during the period. Summit Wealth & […]
Summit Wealth & Retirement Planning Inc. boosted its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 9.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,843 shares of the exchange traded fund’s stock after buying […]