Institute for Wealth Management, LLC.
Holdings in GGT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $56,347 | 13,416 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $57,688 | 13,416 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $60,178 | 14,571 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $67,463 | 14,571 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $71,119 | 15,946 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $80,585 | 16,346 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $87,614 | 16,346 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $108,706 | 19,494 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $93,406 | 16,721 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $108,063 | 18,622 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $124,943 | 19,273 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $107,566 | 19,358 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $106,140 | 20,137 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $125,744 | 20,421 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $145,462 | 20,421 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $188,927 | 20,821 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $178,054 | 20,821 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $188,150 | 20,917 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $230,601 | 20,917 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $197,453 | 20,964 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $165,529 | 21,107 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $134,335 | 21,107 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $135,167 | 21,107 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $112,500 | 21,107 | Shares | Sole | 2020-04-29 |