Institute for Wealth Management, LLC.'s ownership history for AXP

Institute for Wealth Management, LLC. currently holds 9.4K shares with a market value of $2.9M. It started holding AXP on 2024-09-30. At its peak, it held 9.8K shares on 2025-06-30. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 9.3K shares on 2024-12-31, with a value of $2.5M on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 281. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 166.