Summit Wealth Partners, LLC
Q1 2024 13F Holdings
Location
Orlando, FL
Holdings as of
3/31/2024
Value ($000)
$469,062
Num holdings
221
Date filed
9/11/2024
Form type
13F-HR
Prev filing
9/11/2024
Next filing
9/11/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type