INSTRUMENTAL WEALTH, LLC

Q4 2023 13F Holdings

Location
Tampa, FL
Holdings as of
12/31/2023
Value ($000)
$92,571
Num holdings
41
Date filed
1/25/2024
Form type
13F-HR
Prev filing
10/18/2023
Next filing
5/29/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type