Summit Financial Strategies, Inc.
Q1 2021 13F Holdings
Location
Columbus, OH
Holdings as of
3/31/2021
Value ($000)
$279,411
Num holdings
64
Date filed
5/11/2021
Form type
13F-HR
Prev filing
2/5/2021
Next filing
8/11/2021
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type