Insight Wealth Strategies, LLC
Position in CLSE — Convergence Long/Short Equity ETF
CIK 1749914
SAN RAMON, CA
All Filings in CLSE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 CLSE | $531,106 | 22,726 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 CLSE | $581,028 | 26,887 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 CLSE | $615,981 | 26,887 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||