Institute for Wealth Management, LLC.
Holdings in VKTX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,796,379 | 107,913 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $2,718,587 | 103,447 | Shares | Sole | 2025-10-17 |
| 2025-09-30 | $10,512 | 400 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $2,394,990 | 90,377 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $2,181,638 | 90,337 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $3,243,424 | 80,602 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $2,294,164 | 36,237 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,692,079 | 31,920 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $703,560 | 8,580 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $221,086 | 11,880 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $131,511 | 11,880 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $195,557 | 12,064 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $204,378 | 12,275 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $115,385 | 12,275 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $33,388 | 12,275 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $35,474 | 12,275 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $36,825 | 12,275 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $56,465 | 12,275 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $77,087 | 12,275 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $74,126 | 12,375 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $78,271 | 12,375 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $69,671 | 12,375 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $70,794 | 12,164 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $86,375 | 11,980 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $56,066 | 11,980 | Shares | Sole | 2020-04-29 |