Institute for Wealth Management, LLC.
Holdings in TSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $197,738 | 40,028 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $241,099 | 49,004 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $239,139 | 49,004 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $240,103 | 49,404 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $237,633 | 49,404 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $265,990 | 51,850 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $246,726 | 52,052 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $255,598 | 53,139 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $243,834 | 53,123 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $502,329 | 109,679 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $571,707 | 123,479 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $612,944 | 130,971 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $646,975 | 140,038 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $683,342 | 144,776 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $704,870 | 145,936 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $804,615 | 156,236 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $907,672 | 157,309 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $927,635 | 161,609 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $956,725 | 161,609 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $919,555 | 161,609 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $936,488 | 164,585 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $924,967 | 164,585 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $898,634 | 164,585 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $873,259 | 168,909 | Shares | Sole | 2020-04-29 |