SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Q3 2019 vs. Q1 2022 13F Holdings

Period
Q3 2019
Q1 2022
Holdings as of
9/30/2019
3/31/2022
Value ($000)
$165,498
$283,085
Num holdings
118
102
Form type
13F-HR
13F-HR
Date filed
11/12/2019
5/12/2022
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2019 Q1 2022 Diff Chg % Q3 2019 Q1 2022 Diff Chg %