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

Institute for Wealth Management, LLC. currently holds 20.0K shares with a market value of $3.2M. It started holding IWC on 2024-09-30. At its peak, it held 20.2K shares on 2025-03-31. Its highest holding value was $3.2M on 2026-03-31. At its lowest, it held 8.1K shares on 2024-09-30, with a value of $996.9K on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 73. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 133.