Summit Financial Wealth Advisors, LLC
Q1 2023 13F Holdings
Location
Lafayette, LA
Holdings as of
3/31/2023
Value ($000)
$421,660
Num holdings
125
Date filed
4/10/2023
Form type
13F-HR
Prev filing
1/17/2023
Next filing
7/12/2023
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type