Insight Wealth Strategies, LLC
Holdings in WFRD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,827,859 | 61,690 | Shares | Sole | 2026-01-02 |
| 2025-09-30 | $4,982,662 | 72,814 | Shares | Sole | 2025-10-06 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,827,859 | 61,690 | Shares | Sole | 2026-01-02 |
| 2025-09-30 | $4,982,662 | 72,814 | Shares | Sole | 2025-10-06 |