SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q2 2023 13F Holdings
Location
Danville, CA
Holdings as of
6/30/2023
Value ($000)
$254,229
Num holdings
59
Date filed
7/26/2023
Form type
13F-HR
Prev filing
5/11/2023
Next filing
10/25/2023
SEC
View on sec.gov
Compare Q2 2023 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type