Summit Financial Strategies, Inc.
Q4 2022 13F Holdings
Location
Columbus, OH
Holdings as of
12/31/2022
Value ($000)
$464,444
Num holdings
122
Date filed
1/20/2023
Form type
13F-HR
Prev filing
10/21/2022
Next filing
4/21/2023
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type