Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 6 | Q2 2024 | 14.0% |
ISHARES TR | 6 | Q2 2024 | 12.3% |
PACER FDS TR | 6 | Q2 2024 | 11.8% |
RIOT PLATFORMS INC | 6 | Q2 2024 | 59.4% |
ISHARES TR | 6 | Q2 2024 | 11.0% |
ISHARES TR | 6 | Q2 2024 | 8.4% |
PACER FDS TR | 6 | Q2 2024 | 7.1% |
VANGUARD INDEX FDS | 6 | Q2 2024 | 4.3% |
PACER FDS TR | 6 | Q2 2024 | 3.7% |
ISHARES TR | 6 | Q2 2024 | 1.3% |
View INSTRUMENTAL WEALTH, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-26 |
13F-HR | 2024-05-29 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-13 |
13F-HR | 2023-05-04 |
View INSTRUMENTAL WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.