Institute for Wealth Management, LLC.
Position in PENN — PENN Entertainment, Inc.
CIK 1533954
DENVER, CO
Position in PENN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,828
-$294,301 QoQ
Shares Held
1,256
-92.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 380 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PENN 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. PENN ranks #6 (0.9% 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
|
8,252 | $394,528 | |
| 5 | LVS |
Las Vegas Sands Corp
|
2,921 | $134,920 | |
| 6 | PENN |
PENN Entertainment, Inc.
This page
|
1,256 | $26,828 | |
| 7 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
88 | $8,965 | |
| 8 | CZR |
Caesars Entertainment, Inc.
|
1 | $30 |
All Filings in PENN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,828 | 1,256 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $321,129 | 17,027 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||