SWGC
PINC

Summit Wealth Group (Colorado)’s Premier PINC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,372
Closed -$353K – 404
2025
Q3 		$353K Buy
+10,372
New +$250K 0.05% 177

Other funds holding PINC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return