SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q2 2021 13F Holdings
Location
Danville, CA
Holdings as of
6/30/2021
Value ($000)
$270,295
Num holdings
78
Date filed
8/13/2021
Form type
13F-HR
Prev filing
5/10/2021
Next filing
11/12/2021
SEC
View on sec.gov
Compare Q2 2021 to
2023 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type