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Slide Ins Hldgs shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Slide Ins Hldgs (SLDE) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Slide Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Slide Ins Hldgs held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Slide Ins Hldgs by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 15k 15.83
2025-06-30 $273k 15k 18.53

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)

View all positions for Instrumental Wealth

Top funds holding Slide Ins Hldgs

Capital World Investors
BlackRock
GQG Partners
Vanguard Group
American Century Companies
Philadelphia Financial Management of San Francisco
Raymond James Financial
Balyasny Asset Management
Hood River Capital Management
FMR
Goldman Sachs Group
Citadel Advisors
Millennium Management
Geode Capital Management
Freestone Grove Partners

View all funds holding Slide Ins Hldgs