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

Institute for Wealth Management, LLC. currently holds 4.3K shares with a market value of $633.2K. It started holding XLV on 2024-09-30. At its peak, it held 4.9K shares on 2025-12-31. Its highest holding value was $757.6K on 2025-12-31. At its lowest, it held 3.0K shares on 2025-09-30, with a value of $421.3K on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 1.3K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 551.