Institute for Wealth Management, LLC.
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $556,100 | 88,551 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $564,012 | 88,961 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $596,099 | 87,533 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $515,458 | 78,696 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $547,868 | 78,830 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $506,443 | 71,330 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $476,095 | 70,014 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $499,713 | 69,890 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $440,768 | 69,086 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $468,195 | 79,087 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $518,958 | 80,210 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $494,146 | 79,701 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $467,354 | 81,992 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $429,238 | 77,620 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $508,177 | 80,920 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $628,462 | 77,780 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $656,237 | 78,310 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $683,201 | 79,442 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $747,598 | 82,699 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $618,037 | 81,001 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $558,810 | 80,987 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $449,151 | 74,734 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $426,540 | 74,570 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $353,886 | 73,117 | Shares | Sole | 2020-04-29 |