Instrumental Wealth, LLC TIDAL TR II Transaction History

Instrumental Wealth, LLC

  • $110 Billion
  • Q1 2025
Number of Shares
44,010
Previous 31,374 40.28%
Holding current value
$1.04 Billion
Previous $730 Million 42.2%
% of portfolio
0.94%
Previous 0.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
12,636 Added 40.28%
44,010 $1.04 Billion
Q4 2024

Feb 24, 2025
BUY
N/A
31,374 New
31,374 $730 Million
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