Summit Wealth & Retirement Planning, Inc. Purchases and Sells in Q2 2025

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025

Top Buys

Incresed Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
333
+ 0.16%
$179.23 - $224.92 $59.7K - $74.9K
215K $48.3M
22.2K
+ 1.78%
$17.76 - $22.1 $395K - $491K
1.27M $28.1M
27.2K
+ 4.88%
$24.38 - $30.18 $662K - $820K
583K $17.6M
8.63K
+ 0.53%
$23.55 - $27.67 $203K - $239K
1.65M $45.6M
1.67K
+ 17.95%
$354.56 - $497.45 $592K - $830K
11K $5.46M
2.9K
+ 1.95%
$120.49 - $141.16 $349K - $409K
152K $21M
View all

New Holdings

24 operations
Stock Shares change Price Range Shares Held Trade History
7.23K
New
$87.84 - $1441.89 $635K - $10.4M
7.23K $651K
1.1K
New
$479.92 - $590.74 $529K - $651K
1.1K $619K
4K
New
$123.95 - $138.08 $496K - $553K
4K $544K
3.7K
New
$113.75 - $148.48 $421K - $550K
3.7K $540K
1.3K
New
$337.37 - $395.63 $439K - $515K
1.3K $514K
1.55K
New
$243.75 - $303.93 $378K - $471K
1.55K $470K
View all

Top Sells

Reduced Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
-3.01K
- 11.3%
$174.82 - $215.79 $526K - $649K
23.6K $5.09M
-2.59K
- 7.37%
$58.63 - $59.9 $152K - $155K
32.5K $1.94M
-13.5K
- 11.81%
$38.52 - $48.28 $520K - $652K
101K $4.86M
-90
- 1.84%
$51.14 - $57.0 $4.6K - $5.13K
4.81K $273K
-527
- 14.02%
$329.49 - $438.4 $174K - $231K
3.23K $1.42M
-8.8K
- 8.2%
$72.96 - $90.39 $642K - $795K
98.5K $8.81M
View all
Activity Summary
Buys All Purchases 64 New Holdings 24 Increased Positions 40 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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