Summit Wealth Group, LLC
Q4 2022 13F Holdings
Location
White River Junction, VT
Holdings as of
12/31/2022
Value ($000)
$94,748
Num holdings
31
Date filed
2/8/2023
Form type
13F-HR
Prev filing
11/9/2022
Next filing
5/10/2023
SEC
View on sec.gov
Compare Q4 2022 to
2024 Q1
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2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type