Institute for Wealth Management, LLC.
Holdings in CMPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $645,723 | 9,697 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $604,049 | 9,582 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $426,149 | 9,067 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $410,100 | 9,067 | Shares | Sole | 2025-04-21 |