Summit Wealth & Retirement Planning, Inc. Purchases and Sells in Q1 2025

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 2025

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
2.46K
+ 1.68%
$111.19 - $129.47 $274K - $319K
149K $19.3M
76.4K
+ 6.52%
$18.36 - $20.51 $1.4M - $1.57M
1.25M $24.7M
5.89K
+ 722.82%
$507.05 - $563.67 $2.99M - $3.32M
6.71K $3.45M
24.5K
+ 1.52%
$25.77 - $27.6 $631K - $675K
1.64M $43.5M
23.5K
+ 4.41%
$25.81 - $28.52 $606K - $670K
556K $15.3M
2.73K
+ 264.34%
$369.1 - $427.61 $1.01M - $1.17M
3.76K $1.39M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
3.06K
New
$71.24 - $83.64 $218K - $256K
3.06K $239K
5K
New
$43.59 - $97.07 $218K - $485K
5K $229K
1.28K
New
$146.71 - $167.97 $188K - $215K
1.28K $214K
3.64K
New
$55.41 - $60.74 $202K - $221K
3.64K $205K
3.18K
New
$61.9 - $66.89 $197K - $213K
3.18K $201K
10K
New
$2.54 - $3.75 $25.4K - $37.5K
10K $29K
View all

Top Sells

Reduced Positions

10 operations
Stock Shares change Price Range Shares Held Trade History
-9.34K
- 4.17%
$199.2 - $222.69 $1.86M - $2.08M
215K $43.2M
-54
- 0.19%
$209.68 - $247.1 $11.3K - $13.3K
28.2K $6.26M
-9
- 0.03%
$198.1 - $229.79 $1.78K - $2.07K
26.6K $5.31M
-94
- 0.82%
$360.07 - $417.26 $33.8K - $39.2K
11.4K $4.11M
-92
- 0.7%
$551.42 - $612.93 $50.7K - $56.4K
13K $7.29M
-2.98K
- 4.62%
$182.82 - $196.21 $544K - $584K
61.5K $11.6M
View all
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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