SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2024 13F Holdings
Location
San Ramon, CA
Holdings as of
3/31/2024
Value ($000)
$280,486
Num holdings
63
Date filed
5/9/2024
Form type
13F-HR
Prev filing
2/1/2024
Next filing
8/6/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
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2022 Q4 - RESTATEMENT
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type