Institute for Wealth Management, LLC.
Position in FEPI — REX FANG & Innovation Equity Premium Income ETF
CIK 1533954
DENVER, CO
All Filings in FEPI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,006 | 20,343 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $752,850 | 16,528 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $681,573 | 14,548 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||