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

Institute for Wealth Management, LLC. currently holds 16.7K shares with a market value of $2.7M. It started holding MS on 2024-09-30. At its peak, it held 17.4K shares on 2024-09-30. Its highest holding value was $3.0M on 2025-12-31. At its lowest, it held 16.7K shares on 2026-03-31, with a value of $1.8M on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 176. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 464.