Insight Wealth Partners, LLC
Position in OPER — ClearShares Ultra-Short Maturity ETF
CIK 1627003
Plano, TX
All Filings in OPER
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OPER | $999,398 | 9,986 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 OPER | $998,899 | 9,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 OPER | $1,075,676 | 10,753 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 OPER | $1,087,145 | 10,853 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 OPER | $1,047,595 | 10,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 OPER | $684,944 | 6,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 OPER | $699,405 | 6,984 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 OPER | $699,377 | 6,984 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 OPER | $909,917 | 9,086 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 OPER | $1,243,007 | 12,422 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 OPER | $1,869,130 | 18,654 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 OPER | $1,954,749 | 19,490 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||