Insight Wealth Strategies, LLC

Q1 2024 13F Holdings

Location
San Ramon, CA
Holdings as of
3/31/2024
Value
$681M
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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type