Insight Wealth Strategies, LLC
Q3 2021 13F Holdings
Location
San Ramon, CA
Holdings as of
9/30/2021
Value ($000)
$710,797
Num holdings
186
Date filed
10/28/2021
Form type
13F-HR
Prev filing
8/11/2021
Next filing
1/31/2022
SEC
View on sec.gov
Compare Q3 2021 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type