Summit Wealth Group, LLC

Q3 2024 13F Holdings

Location
White River Junction, VT
Holdings as of
9/30/2024
Value ($000)
$346,652
Num holdings
99
Date filed
11/8/2024
Form type
13F-HR
Prev filing
7/31/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type