SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2022 13F Holdings
Location
Danville, CA
Holdings as of
12/31/2022
Value ($000)
$245,942
Num holdings
103
Date filed
2/9/2023
Form type
13F-HR
Prev filing
11/14/2022
Next filing
5/11/2023
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2022 to
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2022 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type