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

Institute for Wealth Management, LLC. currently holds 8.3K shares with a market value of $380.1K. It started holding TFC on 2024-09-30. At its peak, it held 8.6K shares on 2025-09-30. Its highest holding value was $401.5K on 2025-12-31. At its lowest, it held 8.1K shares on 2024-09-30, with a value of $334.7K on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 300. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 133.