Summit Financial, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$2.55B
Signature - Title
Darnell Douglas - Compliance Associate
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by Summit Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Financial, LLC reported 539 stock holdings with total value $2.55B as of Q3 2024. Top holdings included VTI, VEU, VUG, CMG, and VTV.
Holdings Value