Insight Wealth Strategies, LLC
Q4 2023 13F Holdings
Location
San Ramon, CA
Holdings as of
12/31/2023
Value ($000)
$619,192
Num holdings
153
Date filed
1/12/2024
Form type
13F-HR
Prev filing
10/13/2023
Next filing
4/5/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type