Institute For Wealth Management, Llc. Aberdeen Australia Equity Fund Inc Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 28, 2019	SELL	$5.02 - $5.62 $76,304 - $85,424	-15,200 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$4.71 - $5.95 $71,592 - $90,440	15,200 New	15,200 $72,000
Q1 2018 May 15, 2018	SELL	$6.04 - $6.73 $107,330 - $119,592	-17,770 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$6.06 - $6.52 $107,686 - $115,860	17,770 New	17,770 $113,000
Q3 2017 Nov 14, 2017	SELL	$5.93 - $6.45 $118,487 - $128,877	-19,981 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	19,981	19,981 $122,000

Others Institutions Holding IAF

# of Institutions

34

Shares Held

6.53M

Call Options Held

0

Put Options Held

0

Allspring Global Investments Holdings, LLC

2.9M
Shares

$13 Million
0.02% of portfolio
1607 Capital Partners, LLC Richmond, VA

2.22M
Shares

$9.98 Million
0.86% of portfolio
Atria Wealth Solutions, Inc. New York, NY

589K
Shares

$2.65 Million
0.03% of portfolio
Morgan Stanley New York, NY

220K
Shares

$989,910
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

112K
Shares

$505,570
0.0% of portfolio

About ABERDEEN AUSTRALIA EQUITY FUND INC

Ticker IAF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Abrdn Australia Equity Fund Inc is a closed ended equity mutual fund launched and managed by Aberdeen Standard Investments (Asia) Limited. The fund is managed by Aberdeen Standard Investments Australia Limited. It invests in the public equity markets of Australia. The fund makes its investments in firms operating across diversified sectors. It e...

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