SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2024 13F Holdings
Location
San Ramon, CA
Holdings as of
9/30/2024
Value ($000)
$313,281
Num holdings
68
Date filed
11/1/2024
Form type
13F-HR
Prev filing
8/6/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
2024 Q1
2023 Q4
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2023 Q1
2022 Q4 - RESTATEMENT
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2022 Q1
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2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type