Institute For Wealth Management, Llc. OAKTREE SPECIALTY LENDING CO Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Number of Shares
11,346
Previous 11,846 4.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 23, 2025
SELL
N/A
-500 Reduced 4.22%
11,346 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-7,001 Reduced 37.15%
11,846 $0
Q1 2024

Apr 30, 2024
BUY
N/A
18,847 New
18,847 $0
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