SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2019 13F Holdings
Location
Danville, CA
Holdings as of
3/31/2019
Value ($000)
$168,367
Num holdings
130
Date filed
5/8/2019
Form type
13F-HR
Prev filing
2/8/2019
Next filing
8/6/2019
SEC
View on sec.gov
Compare Q1 2019 to
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2019 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type