Institute for Wealth Management, LLC.
Position in MGM — MGM Resorts International
CIK 1533954
DENVER, CO
Position in MGM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$394,528
+$89,122 QoQ
Shares Held
8,252
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#385
of 660 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGM Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,042,372 across 8 Resorts & Casinos names. MGM ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
|
6,977 | $949,918 | |
| 2 | RRR |
Red Rock Resorts, Inc.
|
12,690 | $825,611 | |
| 3 | WYNN |
Wynn Resorts Ltd
|
7,226 | $701,572 | |
| 4 | MGM |
MGM Resorts International
This page
|
8,252 | $394,528 | |
| 5 | LVS |
Las Vegas Sands Corp
|
2,921 | $134,920 | |
| 6 | PENN |
PENN Entertainment, Inc.
|
1,256 | $26,828 | |
| 7 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
88 | $8,965 | |
| 8 | CZR |
Caesars Entertainment, Inc.
|
1 | $30 |
All Filings in MGM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,528 | 8,252 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $305,406 | 8,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $301,808 | 8,271 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $284,073 | 8,196 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $291,764 | 8,484 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $255,911 | 8,634 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $299,168 | 8,634 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $337,503 | 8,634 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $386,583 | 8,699 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $410,679 | 8,699 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $388,671 | 8,699 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $319,775 | 8,699 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $382,060 | 8,699 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $389,563 | 8,770 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $294,058 | 8,770 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $259,485 | 8,731 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $252,762 | 8,731 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $371,462 | 8,857 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $404,009 | 9,002 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $399,137 | 9,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $388,200 | 9,102 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $295,334 | 7,774 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $232,669 | 7,384 | Shares | Sole | 2021-02-01 | |
| 2020-03-31 | $123,015 | 10,425 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||