Summit Financial Strategies, Inc.
Q1 2024 13F Holdings
Location
Columbus, OH
Holdings as of
3/31/2024
Value ($000)
$716,947
Num holdings
150
Date filed
5/9/2024
Form type
13F-HR
Prev filing
2/13/2024
Next filing
7/19/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type