Instrumental Wealth, LLC WHEELS UP EXPERIENCE INC Transaction History

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025
Number of Shares
120,242
Previous 120,242 -0.0%
Holding current value
$165 Million
Previous $101 Million 63.6%
% of portfolio
0.13%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
SELL
N/A
-550 Reduced 0.46%
120,242 $171 Million
Q3 2024

Oct 15, 2024
SELL
N/A
-5,803 Reduced 4.58%
120,792 $256 Million
Q2 2024

Jul 26, 2024
SELL
N/A
-62,673 Reduced 33.11%
126,595 $384 Million
Q1 2024

May 29, 2024
BUY
N/A
32,963 Added 21.09%
189,268 $545 Million
Q4 2023

Jan 25, 2024
BUY
N/A
118,699 Added 315.64%
156,305 $531 Million
Q3 2023

Oct 18, 2023
BUY
N/A
37,606 New
37,606 $64.3 Million
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