Number of Shares
31,374
Holding current value
$730 Million
% of portfolio
0.69%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025

BUY
N/A
31,374 New
31,374 $730 Million
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.