Institute for Wealth Management, LLC.
CIK
0001533954
City
Denver
State / Country
CO
Holdings in VGM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $156,587 | 15,100 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $152,812 | 15,100 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $143,299 | 15,100 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $150,396 | 15,100 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $152,510 | 15,100 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $159,456 | 15,100 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $155,077 | 15,100 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $148,886 | 15,100 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $149,339 | 15,100 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $128,350 | 15,100 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $146,621 | 15,100 | Shares | Sole | 2023-07-25 |