Summit Financial Wealth Advisors, LLC

Q3 2023 13F Holdings

Location
Lafayette, LA
Holdings as of
9/30/2023
Value
$407M
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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type