Institute for Wealth Management, LLC.
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $378,302 | 10,784 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $388,008 | 10,784 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $381,969 | 10,784 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $367,842 | 10,784 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $384,880 | 10,784 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $357,597 | 10,784 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $302,620 | 10,804 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $319,582 | 10,804 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $326,909 | 10,868 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $285,393 | 10,868 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $291,479 | 10,868 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $331,908 | 10,868 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $362,013 | 10,868 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $342,994 | 10,868 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $403,528 | 10,868 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $436,893 | 10,868 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $506,340 | 10,868 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $465,296 | 10,943 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $410,800 | 10,943 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $420,648 | 10,943 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $332,120 | 10,943 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $234,508 | 10,943 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $251,141 | 10,943 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $200,694 | 10,943 | Shares | Sole | 2020-04-29 |