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| Name: |
SUMMIT WEALTH & RETIREMENT PLANNING INC. |
| City: |
DANVILLE |
| State: |
CA |
| Zip: |
94526 |
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data |
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| Holdings
Found :
5 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRSP |
BrightSpire Capital, Inc |
67 |
Closed |
$6.26 |
$0 |
0 |
0% |
-81,000 |
-10,928 |
0 |
N/A |
|
|
CVX |
Chevron Corp |
66 |
Closed |
$163.05 |
$0 |
0 |
0% |
-362,000 |
-2,425 |
0 |
Integrated Oil & Gas |
|
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BSV |
Vanguard Short-Term Bond |
65 |
Closed |
$76.51 |
$0 |
0 |
0% |
-1,445,000 |
-18,759 |
0 |
Closed - End Fund - E... |
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BILL |
Bill.com Holdings, Inc. |
64 |
Closed |
$59.89 |
$0 |
0 |
0% |
-1,224,000 |
-15,000 |
0 |
N/A |
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KMLM |
Kfa Mount Lucas Index Strat... |
68 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,570,000 |
-227,953 |
0 |
N/A |
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