Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2018 Filed on Aug 10, 2018
7,055
$24.04 - $30.07 $170K - $212K
Powershares Qqq Trust
Q2 2018 Filed on Aug 10, 2018
18,750
N/A
CAJ
Canon Inc

Technology
Q2 2018 Filed on Aug 10, 2018
24,429
$32.35 - $36.72 $790K - $897K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2018 Filed on Aug 10, 2018
10,345
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
26,344
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
63,472
N/A
Powershares Db Cmdty Idx Tra
Q2 2018 Filed on Aug 10, 2018
32,489
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 10, 2018
23,641
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
14,919
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
43,776
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
44,593
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
23,013
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
22,990
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
10,705
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
28,176
N/A
Proshares Tr Ii
Q2 2018 Filed on Aug 10, 2018
28,000
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
20,942
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
30,696
N/A
Five Star Senior Living Inc
Q1 2018 Filed on May 15, 2018
22,153
N/A
Spdr Series Trust
Q1 2018 Filed on May 15, 2018
9,745
N/A
TY
Tri Continental Corp

Financial Services
Q1 2018 Filed on May 15, 2018
8,197
$25.87 - $28.22 $212K - $231K
Powershares ETF Trust Ii
Q1 2018 Filed on May 15, 2018
12,624
N/A
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q1 2018 Filed on May 15, 2018
13,623
$10.14 - $11.78 $138K - $160K
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 15, 2018
27,147
N/A
Cigna Corporation
Q1 2018 Filed on May 15, 2018
3,877
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 15, 2018
12,627
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q1 2018 Filed on May 15, 2018
4,255
$42.02 - $47.7 $179K - $203K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2018 Filed on May 15, 2018
0
$84.96 - $103.9 $0 - $0
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q1 2018 Filed on May 15, 2018
26,698
N/A
Nuance Communications Inc
Q1 2018 Filed on May 15, 2018
76,575
N/A
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2018 Filed on May 15, 2018
2,192
$108.23 - $110.72 $237K - $243K
General Communication Inc
Q1 2018 Filed on May 15, 2018
10,603
N/A
Calatlantic Group Inc
Q1 2018 Filed on May 15, 2018
4,199
N/A
PHYS
Sprott Physical Gold Trust

Financial Services
Q1 2018 Filed on May 15, 2018
38,519
$10.66 - $11.06 $411K - $426K
Andeavor
Q1 2018 Filed on May 15, 2018
4,247
N/A
Therapeuticsmd Inc
Q1 2018 Filed on May 15, 2018
13,180
N/A
Aetna Inc New
Q1 2018 Filed on May 15, 2018
1,162
N/A
LKQ
Lkq Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
41,418
$37.17 - $43.47 $1.54M - $1.8M
CHY
Calamos Convertible & High Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
16,912
$11.16 - $12.25 $189K - $207K
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 15, 2018
54,280
N/A
Franks Intl N V
Q1 2018 Filed on May 15, 2018
17,295
N/A
INCY
Incyte Corp

Healthcare
Q1 2018 Filed on May 15, 2018
5,032
$83.06 - $100.98 $418K - $508K
Priceline Grp Inc
Q1 2018 Filed on May 15, 2018
414
N/A
Iconix Brand Group Inc
Q1 2018 Filed on May 15, 2018
28,000
N/A
Rydex ETF Trust
Q1 2018 Filed on May 15, 2018
5,230
N/A
Jpmorgan Chase & CO
Q1 2018 Filed on May 15, 2018
7,165
N/A
LNC
Lincoln National Corp

Financial Services
Q1 2018 Filed on May 15, 2018
3,311
$70.36 - $85.91 $233K - $284K
Maxwell Technologies Inc
Q1 2018 Filed on May 15, 2018
16,996
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
2,047
$227.9 - $281.06 $467K - $575K
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