Summit Financial Strategies, Inc.

Q2 2025 13F Holdings

Location
Columbus, OH
Holdings as of
6/30/2025
Value
$1.08B
Num holdings
155
Date filed
7/17/2025
Form type
13F-HR
Prev filing
5/12/2025
Next filing
10/22/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type