SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2023 13F Holdings
Location
Danville, CA
Holdings as of
9/30/2023
Value ($000)
$248,603
Num holdings
57
Date filed
10/25/2023
Form type
13F-HR
Prev filing
7/26/2023
Next filing
2/1/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type