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

Institute for Wealth Management, LLC. currently holds 11.2K shares with a market value of $974.6K. It started holding IHE on 2024-09-30. At its peak, it held 11.3K shares on 2025-03-31. Its highest holding value was $974.6K on 2026-03-31. At its lowest, it held 10.6K shares on 2025-09-30, with a value of $722.4K on 2024-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 679. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 39.