Summit Wealth Partners, LLC

Q1 2021 13F Holdings

Location
Orlando, FL
Holdings as of
3/31/2021
Value ($000)
$390,081
Num holdings
149
Date filed
9/10/2024
Form type
13F-HR
Prev filing
9/10/2024
Next filing
9/10/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type