INSTRUMENTAL WEALTH, LLC's ownership history for MSFT


INSTRUMENTAL WEALTH, LLC currently holds 3.5K shares with a market value of $1.8M. It started holding MSFT on 2024-09-30. At its peak, it held 3.5K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 2.6K shares on 2024-12-31, with a value of $1.1M on 2024-12-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 496. In the recent year, INSTRUMENTAL WEALTH, LLC has increased its shares by 870.


INSTRUMENTAL WEALTH, LLC's ownership history for MSFT