Summit Financial Strategies, Inc.

Q4 2016 vs. Q2 2020 13F Holdings

Period
Q4 2016
Q2 2020
Holdings as of
12/31/2016
6/30/2020
Value ($000)
$146,271
$224,942
Num holdings
42
68
Form type
13F-HR
13F-HR
Date filed
2/8/2017
7/31/2020
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2016 Q2 2020 Diff Chg % Q4 2016 Q2 2020 Diff Chg %