Institute For Wealth Management, Llc. Sells in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-400
- 2.45%
$4.46 - $5.12 $1.78K - $2.05K
15.9K $71K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-64
- 1.54%
$77.23 - $82.11 $4.94K - $5.26K
4.08K $317K
TXN
Texas Instruments Inc

Technology
-40
- 0.13%
N/A
29.6K $5.76M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-214
- 0.94%
$40.82 - $45.39 $8.74K - $9.71K
22.4K $933K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-95
- 0.44%
$65.08 - $73.72 $6.18K - $7K
21.4K $1.41M
MCO
Moodys Corp

Financial Services
-8
- 0.45%
$454.04 - $500.88 $3.63K - $4.01K
1.78K $844K
VIG
Vanguard Dividend Appreciation

ETFs
-37
- 0.67%
N/A
5.48K $998K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-84
- 1.53%
N/A
5.39K $307K
NOVT
Novanta Inc

Technology
-28
- 1.46%
N/A
1.89K $298K
SSO
Proshares Ultra S&P 500

ETFs
-110
- 3.7%
$87.92 - $99.73 $9.67K - $11K
2.87K $265K
VTI
Vanguard Total Stock Market Et

ETFs
-23
- 2.6%
$280.04 - $302.45 $6.44K - $6.96K
862 $249K
PID
Invesco Exchange Traded Fd Tr

ETFs
-92
- 0.18%
N/A
51.8K $924K
Linde PLC
-32
- 3.08%
N/A
1.01K $0
Invesco Exchange Traded Fd T
-54
- 0.33%
N/A
16.3K $0
Labcorp Holdings Inc
-22
- 1.75%
N/A
1.24K $0
Madison Square Garden Entmt
-128
- 2.15%
N/A
5.82K $0
Oaktree Specialty Lending CO
-500
- 4.22%
N/A
11.3K $0
Canadian Pacific Kansas City
-71
- 0.26%
N/A
26.8K $0
Ge Healthcare Technologies I
-143
- 4.5%
N/A
3.03K $0
PWC
Invesco Exchange Traded Fd Tr
-188
- 0.31%
N/A
59.6K $0
Ge Vernova Inc
-22
- 0.86%
N/A
2.54K $0
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-345
- 1.2%
$14.65 - $15.8 $5.05K - $5.45K
28.3K $426K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-200
- 1.4%
$19.23 - $20.44 $3.85K - $4.09K
14.1K $283K
SMAR
Smartsheet Inc

Technology
-25
- 0.57%
$55.35 - $56.51 $1.38K - $1.41K
4.4K $246K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.1K
- 20.73%
$7.33 - $12.37 $30.1K - $50.8K
15.7K $166K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-117
- 2.57%
$44.28 - $51.47 $5.18K - $6.02K
4.44K $210K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-58
- 2.62%
$178.39 - $215.0 $10.3K - $12.5K
2.16K $416K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.38%
$1146.59 - $1270.6 $1.15K - $1.27K
261 $309K
ERIC
Ericsson Lm Telephone CO

Technology
-2.16K
- 3.52%
$7.36 - $8.59 $15.9K - $18.5K
59.1K $476K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-50
- 2.5%
$136.18 - $158.26 $6.81K - $7.91K
1.95K $289K
T
At&T Inc.

Communication Services
-908
- 2.12%
$21.22 - $23.88 $19.3K - $21.7K
41.9K $954K
EPD
Enterprise Products Partners L.P.

Energy
-109
- 1.32%
$28.66 - $34.43 $3.12K - $3.75K
8.14K $255K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-761
- 0.48%
$15.97 - $16.79 $12.2K - $12.8K
157K $2.57M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-819
- 2.5%
$98.04 - $108.11 $80.3K - $88.5K
31.9K $3.24M
USB
Us Bancorp \De\

Financial Services
-100
- 0.93%
$43.98 - $53.66 $4.4K - $5.37K
10.7K $512K
IP
International Paper CO

Consumer Cyclical
-79
- 1.77%
$46.64 - $59.57 $3.68K - $4.71K
4.4K $236K
QLD
Proshares Ultra Qqq

ETFs
-119
- 2.64%
$97.85 - $120.25 $11.6K - $14.3K
4.39K $475K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-929
- 4.33%
$481.22 - $538.17 $447K - $500K
20.5K $10.5M
MSCI
Msci Inc.

Financial Services
-4
- 0.26%
$569.09 - $635.99 $2.28K - $2.54K
1.55K $930K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-6
- 0.04%
$22.75 - $25.31 $137 - $152
15.3K $377K
TRV
Travelers Companies, Inc.

Financial Services
-56
- 0.99%
$225.97 - $266.66 $12.7K - $14.9K
5.59K $1.35M
GLW
Corning Inc

Technology
-21
- 0.2%
$44.11 - $49.76 $926 - $1.04K
10.7K $509K
FDS
Factset Research Systems Inc

Financial Services
-29
- 1.33%
$449.69 - $495.72 $13K - $14.4K
2.15K $1.03M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-265
- 0.65%
$36.56 - $41.07 $9.69K - $10.9K
40.4K $1.53M
OKE
Oneok Inc

Energy
-25
- 0.62%
$92.28 - $117.05 $2.31K - $2.93K
4.01K $402K
H
Hyatt Hotels Corp

Consumer Cyclical
-53
- 0.48%
$143.07 - $164.62 $7.58K - $8.72K
11K $1.72M
EMR
Emerson Electric CO

Industrials
-160
- 3.32%
$108.13 - $134.33 $17.3K - $21.5K
4.66K $577K
GILD
Gilead Sciences, Inc.

Healthcare
-100
- 1.34%
$83.95 - $97.9 $8.4K - $9.79K
7.36K $679K
CHH
Choice Hotels International Inc

Consumer Cyclical
-21
- 0.43%
$128.7 - $152.73 $2.7K - $3.21K
4.83K $686K
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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