INSTRUMENTAL WEALTH, LLC

CIK
0001976010
City
TAMPA
State / Country
FL

Holdings in UP

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $153,648 234,221
2025-09-30 $211,456 114,922
2025-06-30 $128,658 120,242
2025-03-31 $121,444 120,242
2024-12-31 $198,399 120,242
2024-09-30 $292,316 120,792
2024-06-30 $239,264 126,595
2024-03-31 $543,199 189,268
2023-12-31 $536,126 156,305
2023-09-30 $77,844 37,606