Summit Wealth Partners, LLC

Q2 2024 13F Holdings

Location
Orlando, FL
Holdings as of
6/30/2024
Value ($000)
$481,708
Num holdings
223
Date filed
9/11/2024
Form type
13F-HR
Prev filing
9/11/2024
Next filing
10/28/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type