Summit Wealth Group, LLC

Q1 2023 13F Holdings

Location
White River Junction, VT
Holdings as of
3/31/2023
Value ($000)
$4,188
Num holdings
270
Date filed
5/10/2023
Form type
13F-HR
Prev filing
2/8/2023
Next filing
7/26/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type