Summit Wealth & Retirement Planning, Inc. Purchases and Sells in Q3 2025

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
160K
+ 12.61%
$21.69 - $23.34 $3.48M - $3.74M
1.43M $33.3M
1.17K
+ 0.54%
$224.2 - $245.55 $263K - $288K
216K $52.7M
6.42K
+ 0.41%
$28.92 - $32.19 $186K - $207K
1.55M $49.6M
19.3K
+ 1.17%
$27.61 - $29.15 $534K - $564K
1.67M $48.5M
3.68K
+ 0.63%
$25.43 - $27.31 $93.6K - $101K
590K $16.1M
693
+ 0.29%
$23.82 - $25.84 $16.5K - $17.9K
241K $6.19M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
773
New
$244.75 - $305.63 $189K - $236K
773 $232K
2.68K
New
$76.16 - $78.59 $204K - $210K
2.68K $209K
1.46K
New
$133.88 - $142.57 $195K - $208K
1.46K $207K
ABACUS GLOBAL MGMT INC
10K
New
N/A
10K $0
CID HOLDCO INC
18.5K
New
N/A
18.5K $0
EA SERIES TRUST
24.3K
New
N/A
24.3K $0
View all

Top Sells

Reduced Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
-87.3K
- 14.97%
$30.13 - $33.37 $2.63M - $2.91M
496K $16.5M
-2.68K
- 33.09%
$38.58 - $58.24 $103K - $156K
5.42K $212K
-20
- 0.08%
$44.6 - $49.97 $892 - $999
23.8K $1.07M
-246
- 21.5%
$546.99 - $602.2 $135K - $148K
898 $539K
-13
- 1.0%
$368.57 - $403.53 $4.79K - $5.25K
1.29K $476K
-554
- 8.03%
$105.83 - $117.22 $58.6K - $64.9K
6.34K $715K
View all
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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