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Name: |
INSTRUMENTAL WEALTH LLC |
City: |
TAMPA |
State: |
FL |
Zip: |
33609 |
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data |
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Holdings
Found :
5 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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IBDV |
Ishares Ibonds Dec 2030 Ter... |
|
New |
$0.00 |
$1,653,000 |
77,252 |
% |
1,653,000 |
77,252 |
0.858 |
N/A |
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
|
New |
$24.44 |
$1,095,000 |
43,913 |
% |
1,095,000 |
43,913 |
0.061 |
N/A |
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BRK.B |
Berkshire Hathaway B |
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New |
$413.99 |
$229,000 |
608 |
% |
229,000 |
608 |
0 |
N/A |
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IWY |
iShares Trust |
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New |
$200.71 |
$201,000 |
1,095 |
% |
201,000 |
1,095 |
0 |
N/A |
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EFV |
iShares MSCI EAFE Value Ind... |
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New |
$0.00 |
$200,000 |
3,896 |
% |
200,000 |
3,896 |
0 |
N/A |
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