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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type