Summit Wealth Partners, LLC

Q3 2024 13F Holdings

Location
Orlando, FL
Holdings as of
9/30/2024
Value ($000)
$519,333
Num holdings
236
Date filed
10/28/2024
Form type
13F-HR
Prev filing
9/11/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type