Summit Wealth Group, LLC

Q2 2023 13F Holdings

Location
White River Junction, VT
Holdings as of
6/30/2023
Value ($000)
$246,947
Num holdings
77
Date filed
7/26/2023
Form type
13F-HR
Prev filing
5/10/2023
Next filing
10/31/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type