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

Institute for Wealth Management, LLC. currently holds 12.2K shares with a market value of $761.7K. It started holding DFAT on 2024-09-30. At its peak, it held 12.2K shares on 2024-12-31. Its highest holding value was $761.7K on 2026-03-31. At its lowest, it held 12.2K shares on 2024-09-30, with a value of $628.0K on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 11. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 0.