Number of Shares
16,315
Previous 16,369 0.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
N/A
-54 Reduced 0.33%
16,315 $0
Q1 2024

Apr 30, 2024

SELL
N/A
-90 Reduced 0.55%
16,369 $0
Q4 2023

Jan 31, 2024

SELL
N/A
-1,117 Reduced 6.36%
16,459 $0
Q3 2023

Oct 13, 2023

SELL
N/A
-164 Reduced 0.92%
17,576 $0
Q2 2023

Jul 25, 2023

SELL
N/A
-570 Reduced 3.11%
17,740 $0
Q4 2022

Feb 02, 2023

SELL
N/A
-56 Reduced 0.3%
18,310 $0
Q1 2021

May 04, 2021

SELL
N/A
-90 Reduced 0.49%
18,366 $1.16 Million
Q4 2020

Feb 01, 2021

SELL
N/A
-1,216 Reduced 6.18%
18,456 $1.02 Million
Q3 2020

Nov 03, 2020

SELL
N/A
-686 Reduced 3.37%
19,672 $854,000
Q2 2020

Jul 30, 2020

BUY
N/A
80 Added 0.39%
20,358 $767,000
Q1 2020

Apr 29, 2020

SELL
N/A
-3,997 Reduced 16.47%
20,278 $577,000
Q4 2019

Feb 27, 2020

BUY
N/A
23,048 Added 1878.4%
24,275 $1.23 Million
Q4 2019

Jan 27, 2020

SELL
N/A
-23,048 Reduced 94.95%
1,227 $1.23 Million
Q2 2019

Aug 02, 2019

SELL
N/A
-1,922 Reduced 7.34%
24,275 $1.21 Million
Q1 2019

May 15, 2019

SELL
N/A
-735 Reduced 2.73%
26,197 $1.32 Million
Q4 2018

Feb 08, 2019

BUY
N/A
26,932 New
26,932 $1.14 Million
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.