Institute for Wealth Management, LLC.
Holdings in ACRE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $63,306 | 13,244 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $50,710 | 11,244 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $53,633 | 11,244 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $65,949 | 14,244 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $83,897 | 14,244 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $99,708 | 14,244 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $113,774 | 17,109 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $282,243 | 37,885 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $226,003 | 21,815 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $207,678 | 21,815 | Shares | Sole | 2023-10-13 |