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Summit Wealth & Retirement Planning Inc. Has $14.38 Million Holdings in Aberdeen Standard Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR)

Posted by Dee Baugher on Sep 9th, 2024

Summit Wealth & Retirement Planning Inc. raised its holdings in shares of Aberdeen Standard Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 3.5% in the second quarter, according to its most recent... More of this article »

Summit Wealth & Retirement Planning Inc. Sells 186 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Posted by Dee Baugher on Sep 9th, 2024

Summit Wealth & Retirement Planning Inc. lowered its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »

Sempra (NYSE:SRE) Shares Purchased by Fox Hill Wealth Management

Posted by Dee Baugher on Sep 9th, 2024

Fox Hill Wealth Management boosted its holdings in Sempra (NYSE:SRE – Free Report) by 5.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 17,424 shares of the utilities... More of this article »

Ashton Thomas Private Wealth LLC Grows Position in Eaton Co. plc (NYSE:ETN)

Posted by Dee Baugher on Sep 9th, 2024

Ashton Thomas Private Wealth LLC grew its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 1.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »

X Square Capital LLC Reduces Stock Holdings in Wells Fargo & Company (NYSE:WFC)

Posted by Dee Baugher on Sep 9th, 2024

X Square Capital LLC cut its stake in Wells Fargo & Company (NYSE:WFC) by 5.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,896... More of this article »