Page 5 - Summit Wealth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

You need money in savings --- but not too much.

Summit Wealth & Retirement Planning Inc. trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,081 shares of the electric vehicle producer’s stock after selling 1,407 shares during the quarter. […]

Summit Wealth & Retirement Planning Inc. grew its holdings in shares of Aberdeen Standard Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 1.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 126,463 shares of the company’s stock after acquiring an additional 2,000 shares during the quarter. Aberdeen Standard Physical […]

Summit Wealth & Retirement Planning Inc. trimmed its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 111,579 shares of the exchange traded fund’s stock after selling 4,828 shares […]

Summit Wealth & Retirement Planning Inc. lifted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 7.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 467,578 shares of the company’s stock after acquiring an additional 33,354 shares during the period. Schwab International […]