Summit Wealth & Retirement Planning, Inc. New Holdings in Q2 2024

Summit Wealth & Retirement Planning, Inc.

  • $281 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
4.49K
New
$56.41 - $62.34 $253K - $280K
4.49K $266K
AGOX
Starboard Invt Tr

ETFs
7.62K
New
$24.02 - $28.43 $183K - $217K
7.62K $212K
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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