Institute for Wealth Management, LLC.
Holdings in GDV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $531,434 | 19,137 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $524,232 | 19,323 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $512,579 | 19,707 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $475,529 | 19,707 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $476,890 | 19,747 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $482,814 | 19,747 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $448,454 | 19,747 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $454,682 | 19,786 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $428,169 | 19,786 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $410,417 | 21,112 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $495,054 | 23,429 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $490,914 | 23,613 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $497,896 | 24,158 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $453,360 | 24,218 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $498,223 | 24,363 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $600,526 | 24,372 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $666,954 | 24,702 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $637,064 | 24,702 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $649,909 | 24,702 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $594,255 | 24,802 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $532,250 | 24,802 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $455,850 | 24,842 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $439,595 | 24,977 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $371,686 | 25,097 | Shares | Sole | 2020-04-29 |