Insight Wealth Strategies, LLC SERIES PORTFOLIOS TR Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025
Number of Shares
9,718
Previous 9,517 2.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
N/A
201 Added 2.11%
9,718 $0
Q1 2025

Apr 03, 2025
BUY
N/A
178 Added 1.91%
9,517 $0
Q4 2024

Jan 06, 2025
BUY
N/A
9,339 New
9,339 $0
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