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
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type