Institute for Wealth Management, LLC.
Holdings in ABSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $508,814 | 145,792 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $443,207 | 145,792 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $374,685 | 145,792 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $365,937 | 145,792 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $1,218,928 | 465,240 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $1,876,567 | 491,248 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,573,578 | 510,902 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $1,379,575 | 242,883 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $1,020,108 | 242,883 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $320,605 | 242,883 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $369,182 | 242,883 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $424,957 | 242,833 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $509,949 | 242,833 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $760,067 | 242,833 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $806,205 | 242,833 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $2,047,082 | 242,833 | Shares | Sole | 2022-04-29 |