INSTRUMENTAL WEALTH, LLC
Q1 2023 13F Holdings
Location
Tampa, FL
Holdings as of
3/31/2023
Value ($000)
$75,757
Num holdings
27
Date filed
5/4/2023
Form type
13F-HR
Prev filing
Next filing
7/13/2023
SEC
View on sec.gov
Compare Q1 2023 to
2023 Q4
2023 Q3
2023 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type