Insight Wealth Strategies, LLC
Q1 2024 13F Holdings
Location
San Ramon, CA
Holdings as of
3/31/2024
Value ($000)
$681,187
Num holdings
159
Date filed
4/5/2024
Form type
13F-HR
Prev filing
1/12/2024
Next filing
7/8/2024
SEC
View on sec.gov
Compare Q1 2024 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type