Institute for Wealth Management, LLC.
Holdings in DSL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $290,472 | 25,774 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $358,919 | 29,228 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $315,473 | 25,774 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $169,213 | 13,419 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $168,676 | 13,419 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $174,178 | 13,419 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $168,005 | 13,419 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $225,158 | 17,729 | Shares | Sole | 2024-04-30 |