INSTRUMENTAL WEALTH, LLC
Q1 2024 13F Holdings
Location
Tampa, FL
Holdings as of
3/31/2024
Value ($000)
$229,661
Num holdings
43
Date filed
5/29/2024
Form type
13F-HR
Prev filing
1/25/2024
Next filing
7/26/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q2
2023 Q4
2023 Q3
2023 Q2
2023 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type