New Insight Wealth Advisors
Q1 2024 13F Holdings
Location
San Ramon, CA
Holdings as of
3/31/2024
Value ($000)
$160,163
Num holdings
84
Date filed
5/8/2024
Form type
13F-HR
Prev filing
5/8/2024
Next filing
8/15/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type