INSTRUMENTAL WEALTH, LLC's ownership history for PTY

INSTRUMENTAL WEALTH, LLC currently holds 13.3K shares with a market value of $183.0K. It started holding PTY on 2024-09-30. At its peak, it held 13.3K shares on 2025-09-30. Its highest holding value was $183.0K on 2025-09-30. At its lowest, it held 11.7K shares on 2024-09-30, with a value of $161.4K on 2025-03-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 1.5K. In the recent year, INSTRUMENTAL WEALTH, LLC has increased its shares by 1.6K.