Instrumental Wealth, LLC TIDAL TR II Transaction History

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025
Number of Shares
71,133
Previous 44,010 61.63%
Holding current value
$1.59 Billion
Previous $1.04 Billion 53.47%
% of portfolio
1.27%
Previous 0.94%

Shares

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

Jul 16, 2025
BUY
N/A
27,123 Added 61.63%
71,133 $1.59 Billion
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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