Summit Wealth Partners, LLC

Q2 2021 13F Holdings

Location
Orlando, FL
Holdings as of
6/30/2021
Value ($000)
$418,661
Num holdings
154
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