Institute for Wealth Management, LLC.
CIK
0001533954
City
Denver
State / Country
CO
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $212,750 | 8,992 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $223,001 | 8,992 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $210,322 | 8,992 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $215,178 | 8,992 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $220,023 | 9,992 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $232,014 | 9,992 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $201,938 | 9,992 | Shares | Sole | 2024-07-25 |
| 2023-12-31 | $193,342 | 10,192 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $226,546 | 12,756 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $260,222 | 12,756 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $271,957 | 12,756 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $300,746 | 13,156 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $275,749 | 13,156 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $301,930 | 13,156 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $336,267 | 13,156 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $344,029 | 13,156 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $301,764 | 13,189 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $328,406 | 13,189 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $310,185 | 13,205 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $278,864 | 13,254 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $253,018 | 13,254 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $255,272 | 13,254 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $233,137 | 13,254 | Shares | Sole | 2020-04-29 |