Institute for Wealth Management, LLC.
Holdings in NIE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $364,654 | 14,633 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $371,452 | 14,793 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $359,790 | 15,054 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $335,335 | 15,153 | Shares | Sole | 2025-04-21 |
| 2024-09-30 | $352,191 | 15,306 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $355,130 | 15,281 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $342,902 | 15,315 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $319,713 | 15,290 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $312,074 | 15,690 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $336,411 | 15,906 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $312,552 | 15,906 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $291,698 | 16,001 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $337,064 | 16,596 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $344,367 | 16,596 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $451,962 | 16,653 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $501,921 | 16,653 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $494,919 | 16,794 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $507,850 | 16,794 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $470,988 | 16,815 | Shares | Sole | 2021-05-04 |