Insight Wealth Strategies, LLC
Q4 2022 13F Holdings
Location
San Ramon, CA
Holdings as of
12/31/2022
Value ($000)
$517,252
Num holdings
136
Date filed
1/6/2023
Form type
13F-HR
Prev filing
10/3/2022
Next filing
4/6/2023
SEC
View on sec.gov
Compare Q4 2022 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type