Summit Financial Strategies, Inc.

Q3 2020 vs. Q1 2025 13F Holdings

Period
Q3 2020
Q1 2025
Holdings as of
9/30/2020
3/31/2025
Value ($000)
$245,455
$991,513
Num holdings
73
149
Form type
13F-HR
13F-HR
Date filed
11/16/2020
5/12/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2020 Q1 2025 Diff Chg % Q3 2020 Q1 2025 Diff Chg %