INSTRUMENTAL WEALTH, LLC's ownership history for UP

INSTRUMENTAL WEALTH, LLC currently holds 114.9K shares with a market value of $150.5K. It started holding UP on 2024-09-30. At its peak, it held 120.8K shares on 2024-09-30. Its highest holding value was $256.1K on 2024-09-30. At its lowest, it held 114.9K shares on 2025-09-30, with a value of $100.7K on 2025-03-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has decreased its shares by 5.3K. In the recent year, INSTRUMENTAL WEALTH, LLC has decreased its shares by 5.9K.