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

Institute for Wealth Management, LLC. currently holds 9.1K shares with a market value of $1.3M. It started holding ITOT on 2024-09-30. At its peak, it held 9.7K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 8.0K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 532. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 374.