Summit Wealth & Retirement Planning, Inc. New Holdings in Q3 2024

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.03K
New
$341.08 - $391.94 $352K - $404K
1.03K $396K
LLY
Eli Lilly & CO

Healthcare
296
New
$772.14 - $960.02 $229K - $284K
296 $262K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.88K
New
$54.98 - $59.51 $213K - $231K
3.88K $230K
ORCL
Oracle Corp

Technology
1.28K
New
$125.9 - $170.35 $161K - $218K
1.28K $218K
JGRO
J P Morgan Exchange Traded Fd
2.61K
New
N/A
2.61K $0
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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