Instrumental Wealth, LLC TIDAL TR II Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024
Number of Shares
36,764
Previous 35,475 3.63%
Holding current value
$406 Million
Previous $402 Million 0.98%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Feb 24, 2025
BUY
N/A
1,289 Added 3.63%
36,764 $406 Million
Q3 2024

Oct 15, 2024
BUY
N/A
2,553 Added 7.75%
35,475 $402 Million
Q2 2024

Jul 26, 2024
BUY
N/A
911 Added 2.85%
32,922 $497 Million
Q1 2024

May 29, 2024
BUY
N/A
32,011 New
32,011 $486 Million
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