Summit Financial Wealth Advisors, LLC
Q4 2024 13F Holdings
Location
Lafayette, LA
Holdings as of
12/31/2024
Value ($000)
$511,308
Num holdings
150
Date filed
2/13/2025
Form type
13F-HR
Prev filing
11/13/2024
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type