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

Institute for Wealth Management, LLC. currently holds 26.5K shares with a market value of $271.4K. It started holding MORT on 2024-09-30. At its peak, it held 26.5K shares on 2025-12-31. Its highest holding value was $278.0K on 2025-12-31. At its lowest, it held 14.8K shares on 2024-09-30, with a value of $156.9K on 2024-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 644. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 11.7K.