Insight Wealth Strategies, LLC
Q1 2023 13F Holdings
Location
San Ramon, CA
Holdings as of
3/31/2023
Value ($000)
$510,040
Num holdings
136
Date filed
4/6/2023
Form type
13F-HR
Prev filing
1/6/2023
Next filing
7/14/2023
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type