Position in ATR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$38,060
-$202,260 QoQ
Shares Held
304
-83.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 553 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,485,277 across 11 Medical Instruments & Supplies names. ATR ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,549 | $1,013,686 | |
| 2 | RMD |
Resmed Inc
|
800 | $155,904 | |
| 3 | BAX |
Baxter International Inc
|
4,356 | $92,869 | |
| 4 | BDX |
Becton Dickinson & Co
|
505 | $76,421 | |
| 5 | ALC |
Alcon Inc
|
618 | $41,467 | |
| 6 | ATR |
Aptargroup, Inc.
This page
|
304 | $38,060 | |
| 7 | SOLV |
Solventum Corp
|
379 | $29,239 | |
| 8 | ALGN |
Align Technology Inc
|
80 | $13,492 |
All Filings in ATR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,060 | 304 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $240,320 | 1,798 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $239,963 | 1,534 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||