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Company Main View
Name:
INSTRUMENTAL WEALTH LLC
City:
TAMPA
State:
FL
Zip:
33609
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$229,661,000
Total Value Change :
$137,094,000
Securities Held Change :
2
All Securities Held :
43
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
22
Unchanged Positions
:
3
Decreased Positions
:
13
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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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
TSLA
Tesla Motors Inc
45
Closed
$177.81
$0
0
0%
-217,000
-1,043
0
Auto Manufacturers
PBW
Invesco WilderHill Clean En...
44
Closed
$22.40
$0
0
0%
-1,119,000
-46,458
0
Closed - End Fund - Debt
VWO
Vanguard Emerging Markets S...
43
Closed
$42.83
$0
0
0%
-207,000
-5,175
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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