Summit Wealth Partners, LLC

Q4 2024 13F Holdings

Location
Orlando, FL
Holdings as of
12/31/2024
Value ($000)
$486,971
Num holdings
199
Date filed
1/27/2025
Form type
13F-HR
Prev filing
10/28/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type