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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type