Institute for Wealth Management, LLC.
Holdings in VKQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $148,610 | 15,400 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $148,610 | 15,400 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $140,910 | 15,400 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $148,610 | 15,400 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $151,074 | 15,400 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $158,004 | 15,400 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $153,384 | 15,400 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $149,380 | 15,400 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $146,762 | 15,400 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $128,436 | 15,400 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $145,222 | 15,400 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $152,768 | 15,400 | Shares | Sole | 2023-04-20 |