Summit Wealth Group, LLC

Q2 2024 13F Holdings

Location
White River Junction, VT
Holdings as of
6/30/2024
Value ($000)
$333,291
Num holdings
96
Date filed
7/31/2024
Form type
13F-HR
Prev filing
5/1/2024
Next filing
11/8/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type