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Summit Wealth & Retirement Planning Inc. lowered its stake in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Get Rating) by 28.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,264 shares of the company’s stock after selling 5,267 […]
Summit Wealth & Retirement Planning Inc. lowered its position in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Get Rating) by 3.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 13,279 shares of the real estate investment trust’s stock after selling 504 shares during the quarter. Summit Wealth & Retirement Planning Inc.’s holdings in […]
Summit Wealth & Retirement Planning Inc. acquired a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,700 shares of the company’s stock, valued at approximately $325,000. […]
Summit Wealth & Retirement Planning Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,826 shares of the company’s stock after purchasing an additional […]
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