INSTRUMENTAL WEALTH, LLC's ownership history for IWY

INSTRUMENTAL WEALTH, LLC currently holds 1.7K shares with a market value of $418.5K. It started holding IWY on 2024-09-30. At its peak, it held 2.0K shares on 2024-09-30. Its highest holding value was $458.6K on 2024-09-30. At its lowest, it held 1.4K shares on 2024-12-31, with a value of $322.9K on 2025-03-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 88. In the recent year, INSTRUMENTAL WEALTH, LLC has increased its shares by 164.