Summit Wealth Group, LLC

Q1 2021 13F Holdings

Location
White River Junction, VT
Holdings as of
3/31/2021
Value ($000)
$62,065
Num holdings
196
Date filed
5/11/2021
Form type
13F-HR
Prev filing
2/11/2021
Next filing
11/2/2021
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type