Institute for Wealth Management, LLC.
Holdings in THW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $183,175 | 14,333 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $180,595 | 14,333 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $147,056 | 14,333 | Shares | Sole | 2025-07-18 |