SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2019 13F Holdings
Location
Danville, CA
Holdings as of
9/30/2019
Value ($000)
$165,498
Num holdings
118
Date filed
11/12/2019
Form type
13F-HR
Prev filing
8/6/2019
Next filing
2/10/2020
SEC
View on sec.gov
Compare Q3 2019 to
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2019 Q4
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type