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

Institute for Wealth Management, LLC. currently holds 9.1K shares with a market value of $2.1M. It started holding WM on 2024-09-30. At its peak, it held 9.1K shares on 2026-03-31. Its highest holding value was $2.1M on 2026-03-31. At its lowest, it held 8.7K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 36. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 85.