Summit Financial Strategies, Inc.

Q4 2023 13F Holdings

Location
Columbus, OH
Holdings as of
12/31/2023
Value ($000)
$654,443
Num holdings
142
Date filed
2/13/2024
Form type
13F-HR
Prev filing
10/24/2023
Next filing
5/9/2024
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type