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

Institute for Wealth Management, LLC. currently holds 89.1K shares with a market value of $494.3K. It started holding USA on 2024-09-30. At its peak, it held 89.1K shares on 2026-03-31. Its highest holding value was $596.1K on 2025-06-30. At its lowest, it held 71.3K shares on 2024-09-30, with a value of $494.3K on 2026-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 102. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 10.4K.