Institute for Wealth Management, LLC.
Position in CAR — Avis Budget Group, Inc.
CIK 1533954
DENVER, CO
Position in CAR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,991
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 302 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,492,544 across 7 Rental & Leasing Services names. CAR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
7,509 | $8,506,871 | |
| 2 | AER |
AerCap Holdings N.V.
|
4,798 | $699,452 | |
| 3 | HRI |
Herc Holdings Inc
|
968 | $138,753 | |
| 4 | UHAL |
U-Haul Holding Co /NV/
|
1,368 | $89,521 | |
| 5 | WSC |
WillScot Holdings Corp
|
1,853 | $53,477 | |
| 6 | CAR |
Avis Budget Group, Inc.
This page
|
27 | $3,991 | |
| 7 | VSTS |
Vestis Corp
|
33 | $479 |
All Filings in CAR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,991 | 27 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||