INSTRUMENTAL WEALTH, LLC
Q3 2024 13F Holdings
Location
Tampa, FL
Holdings as of
9/30/2024
Value ($000)
$102,582
Num holdings
46
Date filed
10/15/2024
Form type
13F-HR
Prev filing
7/26/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type