Summit Financial Strategies, Inc.

Q3 2023 13F Holdings

Location
Columbus, OH
Holdings as of
9/30/2023
Value
$525M
Value excl. options
$525M
Num holdings
129
Date filed
10/24/2023
Form type
13F-HR
Prev filing
7/21/2023
Next filing
2/13/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type