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

Institute for Wealth Management, LLC. currently holds 16.9K shares with a market value of $3.1M. It started holding CRM on 2024-09-30. At its peak, it held 16.9K shares on 2026-03-31. Its highest holding value was $3.5M on 2024-12-31. At its lowest, it held 9.6K shares on 2025-12-31, with a value of $2.3M on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 7.0K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 6.5K.