SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2022 13F Holdings
Location
Danville, CA
Holdings as of
3/31/2022
Value ($000)
$283,085
Num holdings
102
Date filed
5/12/2022
Form type
13F-HR
Prev filing
2/3/2022
Next filing
8/2/2022
SEC
View on sec.gov
Compare Q1 2022 to
2023 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type