Summit Wealth & Retirement Planning, Inc. Purchases and Sells in Q3 2024

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
17.9K
+ 3.43%
$73.43 - $80.37 $1.31M - $1.44M
540K $43.4M
18.3K
+ 3.3%
$36.98 - $41.55 $675K - $758K
571K $23.5M
5.75K
+ 4.11%
$101.06 - $115.49 $581K - $663K
145K $16.5M
82
+ 0.04%
$185.93 - $206.64 $15.2K - $16.9K
185K $38.3M
14K
+ 2.74%
$25.45 - $29.53 $356K - $414K
525K $15.3M
5.02K
+ 21.79%
$207.23 - $234.82 $1.04M - $1.18M
28.1K $6.54M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
1.03K
New
$341.08 - $391.94 $352K - $404K
1.03K $396K
296
New
$772.14 - $960.02 $229K - $284K
296 $262K
3.88K
New
$54.98 - $59.51 $213K - $231K
3.88K $230K
1.28K
New
$125.9 - $170.35 $161K - $218K
1.28K $218K
2.61K
New
N/A
2.61K $0

Top Sells

Reduced Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
-3.66K
- 35.09%
$74.26 - $78.84 $271K - $288K
6.76K $530K
-1.64K
- 14.7%
$98.91 - $134.91 $162K - $221K
9.51K $1.15M
-4.89K
- 11.65%
$57.8 - $60.8 $283K - $297K
37.1K $2.24M
-1.05K
- 7.32%
$517.38 - $573.86 $543K - $602K
13.3K $7.63M
-617
- 27.0%
$405.19 - $478.57 $250K - $295K
1.67K $767K
-660
- 5.79%
$332.02 - $382.76 $219K - $253K
10.7K $4.03M
View all
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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