Institute for Wealth Management, LLC.
CIK
0001533954
City
Denver
State / Country
CO
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $615,134 | 58,696 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $667,965 | 61,906 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $623,772 | 59,294 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $514,877 | 53,689 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $624,676 | 52,318 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $539,420 | 46,342 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $523,939 | 45,012 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $460,106 | 40,538 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $477,098 | 46,052 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $498,837 | 47,328 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $508,849 | 45,433 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $457,030 | 43,444 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $355,679 | 33,842 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $327,222 | 33,874 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $406,791 | 37,947 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $508,400 | 38,486 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $563,784 | 37,312 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $554,264 | 37,025 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $501,687 | 33,071 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $400,634 | 28,174 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $359,094 | 26,521 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $253,319 | 23,029 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $242,826 | 22,822 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $182,996 | 21,942 | Shares | Sole | 2020-04-29 |