Institute for Wealth Management, LLC.
Holdings in PGP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $344,967 | 37,784 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $354,483 | 41,460 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $271,240 | 32,719 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $216,982 | 26,788 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $196,359 | 25,239 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $104,841 | 12,496 | Shares | Sole | 2024-11-12 |
| 2021-06-30 | $121,023 | 10,903 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $115,773 | 10,881 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $108,823 | 10,839 | Shares | Sole | 2021-02-01 |