Institute For Wealth Management, Llc. Incresed Positions in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
50
+ 0.82%
$46.37 - $59.74 $2.32K - $2.99K
6.15K $332K
DE
Deere & CO

Industrials
53
+ 1.11%
$389.45 - $466.0 $20.6K - $24.7K
4.81K $2.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6
+ 0.56%
$338.38 - $446.21 $2.03K - $2.68K
1.07K $465K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.17K
+ 25.06%
$24.61 - $25.12 $53.5K - $54.6K
10.8K $267K
LUV
Southwest Airlines CO

Industrials
19
+ 0.17%
$28.99 - $34.84 $551 - $662
11.1K $371K
BMI
Badger Meter Inc

Technology
253
+ 17.16%
$199.06 - $237.67 $50.4K - $60.1K
1.73K $366K
ANSS
Ansys Inc

Technology
72
+ 6.69%
$313.05 - $361.45 $22.5K - $26K
1.15K $387K
WDAY
Workday, Inc.

Technology
98
+ 7.28%
$233.85 - $279.91 $22.9K - $27.4K
1.44K $372K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
27
+ 0.05%
$8.96 - $9.99 $242 - $270
59.1K $572K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.43K
+ 12.29%
$42.79 - $44.9 $61K - $64K
13K $559K
GPN
Global Payments Inc

Industrials
48
+ 1.41%
$97.57 - $119.38 $4.68K - $5.73K
3.46K $387K
POOL
Pool Corp

Industrials
184
+ 22.6%
$339.32 - $390.03 $62.4K - $71.8K
998 $340K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.2K
+ 219.06%
$26.93 - $84.95 $597K - $1.88M
32.3K $882K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 5.33%
$57.53 - $60.83 $71.5K - $75.6K
24.6K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.49%
$521.84 - $558.82 $4.7K - $5.03K
1.83K $985K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
5.66K
+ 11.09%
$39.65 - $43.4 $224K - $246K
56.7K $2.26M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.8K
+ 16.21%
$14.28 - $14.81 $25.6K - $26.6K
12.9K $184K
XLP
Consumer Staples Sector Spdr

ETFs
299
+ 9.25%
N/A
3.53K $268K
KBE
Spdr S&P Bank ETF

ETFs
189
+ 4.28%
$51.33 - $62.76 $9.7K - $11.9K
4.61K $255K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
3.5K
+ 14.59%
$8.61 - $9.3 $30.1K - $32.6K
27.5K $238K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12
+ 0.33%
$201.32 - $217.44 $2.42K - $2.61K
3.64K $754K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.06%
$241.48 - $274.89 $241 - $275
1.68K $426K
MGC
Vanguard Mega Cap ETF

ETFs
42
+ 3.64%
$204.21 - $220.18 $8.58K - $9.25K
1.2K $254K
IVE
Ishares S&P 500 Value ETF

ETFs
120
+ 7.61%
$189.5 - $206.17 $22.7K - $24.7K
1.7K $323K
GLD
Spdr Gold Trust

ETFs
56
+ 3.02%
$236.59 - $257.5 $13.2K - $14.4K
1.91K $462K
NRZ
New Residential Investment Corp.

Real Estate
1.65K
+ 2.46%
N/A
68.5K $496K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.2K
+ 10.09%
$33.39 - $37.66 $107K - $121K
34.9K $1.17M
ETN
Eaton Corp PLC

Industrials
18
+ 0.26%
$326.96 - $377.52 $5.89K - $6.8K
7.05K $2.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.06%
$33.92 - $36.6 $543 - $586
26.8K $926K
WM
Waste Management Inc

Industrials
295
+ 3.38%
$201.79 - $228.46 $59.5K - $67.4K
9.02K $1.82M
MO
Altria Group, Inc.

Consumer Defensive
7
+ 0.14%
$49.06 - $57.74 $343 - $404
4.97K $259K
JHML
John Hancock Multifactor Large

ETFs
49
+ 0.33%
$68.78 - $73.44 $3.37K - $3.6K
14.7K $1.03M
IEMG
Ishares Inc

ETFs
101
+ 1.74%
N/A
5.91K $316K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.28%
$417.69 - $450.94 $1.25K - $1.35K
1.07K $454K
KHC
Kraft Heinz CO

Consumer Defensive
1.02K
+ 16.42%
$30.1 - $36.02 $30.8K - $36.9K
7.26K $222K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.02%
$46.48 - $51.32 $46.5 - $51.3
4.46K $214K
TFLO
Ishares Treasury Floating Rate

ETFs
94
+ 1.19%
$50.37 - $50.63 $4.73K - $4.76K
7.98K $402K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
59
+ 0.46%
$50.0 - $50.27 $2.95K - $2.97K
12.9K $647K
DFAT
Dimensional ETF Tr U S Target

ETFs
11
+ 0.09%
$54.54 - $61.04 $600 - $671
12.2K $678K
UHALB
Amerco Com Ser N
783
+ 5.39%
N/A
15.3K $0
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
2
+ 0.02%
$54.63 - $62.03 $109 - $124
10.2K $562K
ICE
Intercontinental Exchange, Inc.

Financial Services
200
+ 7.56%
$148.29 - $166.93 $29.7K - $33.4K
2.84K $423K
GAB
Gabelli Equity Trust Inc

Financial Services
4
+ 0.04%
$5.36 - $5.83 $21.4 - $23.3
11.2K $60K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 1.04%
$113.92 - $127.38 $3.3K - $3.69K
2.82K $325K
DELL
Dell Technologies Inc.

Technology
477
+ 2.71%
$111.96 - $144.21 $53.4K - $68.8K
18.1K $2.08M
GGG
Graco Inc

Industrials
119
+ 2.51%
$81.45 - $92.29 $9.69K - $11K
4.86K $409K
VDC
Vanguard Consumer Staples ETF

ETFs
71
+ 2.49%
$210.96 - $223.62 $15K - $15.9K
2.92K $617K
MET
Metlife Inc

Financial Services
1
+ 0.01%
$78.15 - $88.25 $78.2 - $88.3
10.4K $848K
EFA
Ishares Tr Msci Eafe ETF

ETFs
263
+ 8.26%
$75.1 - $82.99 $19.8K - $21.8K
3.45K $260K
Activity Summary
Buys All Purchases 149 New Holdings 17 Increased Positions 132 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 1 Puts 1
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