New Insight Wealth Advisors

Q4 2023 13F Holdings

Location
San Ramon, CA
Holdings as of
12/31/2023
Value ($000)
$148,475
Num holdings
78
Date filed
5/8/2024
Form type
13F-HR
Prev filing
Next filing
5/8/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type