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Summit Wealth & Retirement Planning Inc. lifted its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 1.6% during the first quarter, Holdings Channel.com reports. The firm owned 183,703 shares of the company’s stock after buying an additional 2,980 shares during the quarter. Vanguard Mega Cap ETF accounts for 9.8% of […]
Summit Wealth & Retirement Planning Inc. raised its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 183,703 shares of the company’s stock after purchasing an additional 2,980 […]
Summit Wealth & Retirement Planning Inc. bought a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 1,650 shares of the retailer’s stock, valued at approximately $243,000. Other institutional investors and hedge funds have also made changes to their positions in the company. AMI […]
Summit Wealth & Retirement Planning Inc. raised its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 17.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 55,383 shares of the exchange traded fund’s stock after purchasing an additional 8,200 shares during the quarter. iShares National Muni Bond ETF […]
Summit Wealth & Retirement Planning Inc. boosted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 14.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,233 shares of the exchange traded fund’s stock after acquiring an […]