Insight Wealth Strategies, LLC
Q3 2022 13F Holdings
Location
San Ramon, CA
Holdings as of
9/30/2022
Value ($000)
$538,368
Num holdings
142
Date filed
10/3/2022
Form type
13F-HR
Prev filing
7/1/2022
Next filing
1/6/2023
SEC
View on sec.gov
Compare Q3 2022 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type