Summit Financial Strategies, Inc.
Q4 2023 13F Holdings
Location
Columbus, OH
Holdings as of
12/31/2023
Value ($000)
$654,443
Num holdings
142
Date filed
2/13/2024
Form type
13F-HR
Prev filing
10/24/2023
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type