Summit Financial Wealth Advisors, LLC

Q4 2024 13F Holdings

Location
Lafayette, LA
Holdings as of
12/31/2024
Value
$511M
Num holdings
150
Date filed
2/13/2025
Form type
13F-HR
Prev filing
11/13/2024
Next filing
5/14/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type