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

Institute for Wealth Management, LLC. currently holds 823 shares with a market value of $270.6K. It started holding SOXX on 2025-09-30. At its peak, it held 823 shares on 2025-12-31. Its highest holding value was $270.6K on 2026-03-31. At its lowest, it held 822 shares on 2025-09-30, with a value of $222.9K on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 1.