INSTRUMENTAL WEALTH, LLC's ownership history for MA

INSTRUMENTAL WEALTH, LLC currently holds 503 shares with a market value of $251.2K. It started holding MA on 2024-12-31. At its peak, it held 503 shares on 2026-03-31. Its highest holding value was $253.6K on 2025-09-30. At its lowest, it held 385 shares on 2024-12-31, with a value of $214.8K on 2024-12-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 76. In the recent year, INSTRUMENTAL WEALTH, LLC has increased its shares by 118.