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

Institute for Wealth Management, LLC. currently holds 241.4K shares with a market value of $6.1M. It started holding CAIE on 2025-09-30. At its peak, it held 241.4K shares on 2026-03-31. Its highest holding value was $6.1M on 2026-03-31. At its lowest, it held 67.9K shares on 2025-09-30, with a value of $1.9M on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 173.5K.