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

Institute for Wealth Management, LLC. currently holds 20.3K shares with a market value of $1.2M. It started holding BMY on 2024-09-30. At its peak, it held 33.0K shares on 2024-09-30. Its highest holding value was $1.7M on 2024-09-30. At its lowest, it held 20.3K shares on 2026-03-31, with a value of $948.4K on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 743. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 2.3K.