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

Institute for Wealth Management, LLC. currently holds 1.1K shares with a market value of $233.7K. It started holding CHTR on 2024-09-30. At its peak, it held 2.2K shares on 2025-06-30. Its highest holding value was $889.8K on 2025-06-30. At its lowest, it held 1.1K shares on 2026-03-31, with a value of $232.5K on 2025-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 521. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 952.