Institute for Wealth Management, LLC.
Holdings in CET
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $834,686 | 16,460 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $853,152 | 16,608 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $812,758 | 16,982 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $799,883 | 17,791 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $847,732 | 18,554 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $906,394 | 19,773 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $870,407 | 19,773 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $825,918 | 19,773 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $747,166 | 19,782 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $983,489 | 27,743 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,012,896 | 27,743 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $964,901 | 27,743 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $926,338 | 27,743 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $936,048 | 27,743 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $976,831 | 27,743 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $1,153,497 | 27,869 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $1,242,400 | 27,869 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $1,207,969 | 28,591 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,211,738 | 28,721 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $1,090,708 | 28,771 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $939,085 | 28,771 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $849,088 | 29,289 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $844,987 | 29,289 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $754,486 | 29,221 | Shares | Sole | 2020-04-29 |