Summit Wealth Group, LLC

Q1 2024 13F Holdings

Location
White River Junction, VT
Holdings as of
3/31/2024
Value ($000)
$146,832
Num holdings
43
Date filed
5/1/2024
Form type
13F-HR
Prev filing
1/30/2024
Next filing
7/31/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type