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

Institute for Wealth Management, LLC. currently holds 1.3K shares with a market value of $289.1K. It started holding ITA on 2025-06-30. At its peak, it held 1.3K shares on 2026-03-31. Its highest holding value was $289.1K on 2026-03-31. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $223.7K on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 137.