Institute for Wealth Management, LLC.'s ownership history for UHAL.B

Institute for Wealth Management, LLC. currently holds 20.1K shares with a market value of $898.0K. It started holding UHAL.B on 2024-09-30. At its peak, it held 20.1K shares on 2026-03-31. Its highest holding value was $1.0M on 2024-09-30. At its lowest, it held 10.5K shares on 2025-12-31, with a value of $488.5K on 2025-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 5.1K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 4.8K.