Summit Wealth Partners, LLC

Q4 2023 13F Holdings

Location
Orlando, FL
Holdings as of
12/31/2023
Value ($000)
$430,770
Num holdings
213
Date filed
9/11/2024
Form type
13F-HR
Prev filing
9/11/2024
Next filing
9/11/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type