SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2022 13F Holdings
Location
Danville, CA
Holdings as of
9/30/2022
Value ($000)
$251,259
Num holdings
107
Date filed
11/14/2022
Form type
13F-HR
Prev filing
8/2/2022
Next filing
2/13/2023
SEC
View on sec.gov
Compare Q3 2022 to
2024 Q3
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type