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
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type