Insight Wealth Partners, LLC
Position in IG — Principal Investment Grade Corporate ETF
CIK 1627003
Plano, TX
All Filings in IG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 IG | $3,237,520 | 151,286 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 IG | $1,780,071 | 87,011 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 IG | $1,697,756 | 82,176 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 IG | $1,382,839 | 65,884 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IG | $1,106,049 | 56,216 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 IG | $885,085 | 43,028 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IG | $853,640 | 40,667 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IG | $681,333 | 33,366 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 IG | $379,822 | 18,546 | Shares | Sole | 2022-12-01 | |
| 2022-06-30 IG | $1,079,280 | 49,325 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 IG | $1,199,339 | 49,792 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||