Institute For Wealth Management, Llc. Asset Management

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$2.84 Million 0.36% of portfolio
16,473
Q3 2024 Reduced 0.04%
$33.7B
$2.79 Million 0.35% of portfolio
15,780
Q4 2024 Added 1.41%
$5.41B
$2.34 Million 0.3% of portfolio
72,320
Q4 2024 Added 10.34%
$142B
$1.12 Million 0.14% of portfolio
7,564
Q3 2024 Reduced 1.18%
$1.29B
$847,000 0.11% of portfolio
18,554
Q4 2024 Reduced 6.16%
$0
$624,000 0.08% of portfolio
52,318
Q4 2024 Added 12.9%
$0
$572,000 0.07% of portfolio
59,078
Q4 2024 Added 0.05%
$0
$547,000 0.07% of portfolio
78,830
Q4 2024 Added 10.51%
$0
$476,000 0.06% of portfolio
19,747
Q2 2024 Reduced 0.2%
$0
$426,000 0.05% of portfolio
28,315
Q4 2024 Reduced 1.2%
$0
$384,000 0.05% of portfolio
10,784
Q3 2024 Reduced 0.19%
$0
$377,000 0.05% of portfolio
15,300
Q4 2024 Reduced 0.04%
$0
$348,000 0.04% of portfolio
19,666
Q3 2024 Reduced 1.44%
$60.1B
$300,000 0.04% of portfolio
564
Q4 2023 Reduced 14.67%
$0
$283,000 0.04% of portfolio
14,087
Q4 2024 Reduced 1.4%
$0
$237,000 0.03% of portfolio
49,404
Q4 2024 Reduced 4.72%
$0
$205,000 0.03% of portfolio
30,500
Q2 2024 Reduced 1.37%
$0
$201,000 0.03% of portfolio
20,700
Q1 2024 Reduced 0.98%
$0
$196,000 0.02% of portfolio
25,239
Q4 2024 Added 101.98%
$0
$184,000 0.02% of portfolio
12,870
Q4 2024 Added 16.21%
$0
$168,000 0.02% of portfolio
13,419
Q2 2024 Reduced 24.31%
$0
$160,000 0.02% of portfolio
13,804
Q2 2023 New
$0
$152,000 0.02% of portfolio
15,100
Q2 2023 New
$0
$151,000 0.02% of portfolio
15,400
Q1 2023 New
$0
$107,000 0.01% of portfolio
12,988
Q4 2023 Reduced 38.8%
$0
$71,000 0.01% of portfolio
15,946
Q4 2024 Reduced 2.45%
$0
$60,000 0.01% of portfolio
11,240
Q4 2024 Added 0.04%
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