Institute for Wealth Management, LLC.
Holdings in ECF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $626,356 | 53,857 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $648,254 | 55,884 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $572,544 | 55,858 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $511,839 | 56,370 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $572,465 | 59,078 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $530,868 | 59,051 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $494,111 | 59,965 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $492,762 | 60,685 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $490,472 | 60,702 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $504,904 | 62,721 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $548,447 | 63,773 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $517,807 | 63,848 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $518,803 | 65,013 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $525,760 | 65,638 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $559,235 | 65,638 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $695,106 | 65,638 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $811,285 | 65,638 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $877,858 | 65,708 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $968,546 | 65,798 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $889,588 | 65,798 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $935,337 | 67,436 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $778,885 | 67,436 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $774,839 | 67,436 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $593,495 | 69,172 | Shares | Sole | 2020-04-29 |