Summit Financial Strategies, Inc.

Q3 2021 13F Holdings

Location
Columbus, OH
Holdings as of
9/30/2021
Value
$523M
Value excl. options
$482M
Num holdings
119
Date filed
11/10/2021
Form type
13F-HR
Prev filing
8/11/2021
Next filing
2/3/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type