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

Institute for Wealth Management, LLC. currently holds 29.4K shares with a market value of $1.8M. It started holding JOE on 2024-09-30. At its peak, it held 30.5K shares on 2025-09-30. Its highest holding value was $1.8M on 2026-03-31. At its lowest, it held 27.2K shares on 2024-12-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 1.1K. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 509.