Instrumental Wealth »

Visa shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Visa (V) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 724 280.55
2024-03-31 $213k 786 270.89

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Pacer Us Small (CALF)
Amplify Etf Tr Amplify Cybersec (HACK)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Massachusetts Financial Services
Jpmorgan Chase & Co
Bank of New York Mellon
Jennison Associates
Nuveen Asset Management

View all funds holding Visa