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


Institute for Wealth Management, LLC. currently holds 4.8K shares with a market value of $514.1K. It started holding SPGP on 2024-09-30. At its peak, it held 7.0K shares on 2024-09-30. Its highest holding value was $732.7K on 2024-09-30. At its lowest, it held 4.8K shares on 2025-06-30, with a value of $513.4K on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 8. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 927.


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