Instrumental Wealth, LLC WHEELS UP EXPERIENCE INC Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025
Number of Shares
114,922
Previous 120,242 4.42%
Holding current value
$151 Million
Previous $165 Million 8.61%
% of portfolio
0.11%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-5,320 Reduced 4.42%
114,922 $151 Million
Q4 2024

Feb 24, 2025
SELL
N/A
-550 Reduced 0.46%
120,242 $171 Million
Q3 2024

Oct 15, 2024
SELL
N/A
-5,803 Reduced 4.58%
120,792 $256 Million
Q2 2024

Jul 26, 2024
SELL
N/A
-62,673 Reduced 33.11%
126,595 $384 Million
Q1 2024

May 29, 2024
BUY
N/A
32,963 Added 21.09%
189,268 $545 Million
Q4 2023

Jan 25, 2024
BUY
N/A
118,699 Added 315.64%
156,305 $531 Million
Q3 2023

Oct 18, 2023
BUY
N/A
37,606 New
37,606 $64.3 Million
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