SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2023 13F Holdings
Location
Danville, CA
Holdings as of
12/31/2023
Value ($000)
$236,686
Num holdings
54
Date filed
2/1/2024
Form type
13F-HR
Prev filing
10/25/2023
Next filing
5/9/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4 - RESTATEMENT
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type