Summit Wealth Group, LLC

Q2 2022 13F Holdings

Location
White River Junction, VT
Holdings as of
6/30/2022
Value ($000)
$84,647
Num holdings
23
Date filed
8/10/2022
Form type
13F-HR
Prev filing
5/4/2022
Next filing
11/9/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type