Summit Financial Wealth Advisors, LLC
Q3 2023 13F Holdings
Location
Lafayette, LA
Holdings as of
9/30/2023
Value ($000)
$407,169
Num holdings
121
Date filed
11/13/2023
Form type
13F-HR
Prev filing
7/12/2023
Next filing
1/19/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type