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

Institute for Wealth Management, LLC. currently holds 20.3K shares with a market value of $807.0K. It started holding FEPI on 2025-09-30. At its peak, it held 20.3K shares on 2026-03-31. Its highest holding value was $807.0K on 2026-03-31. At its lowest, it held 14.5K shares on 2025-09-30, with a value of $681.6K on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 5.8K.