INSTRUMENTAL WEALTH, LLC

Q1 2025 13F Holdings

Location
Tampa, FL
Holdings as of
3/31/2025
Value ($000)
$110,378
Num holdings
56
Date filed
4/28/2025
Form type
13F-HR
Prev filing
2/24/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type