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

Institute for Wealth Management, LLC. currently holds 455 shares with a market value of $215.4K. It started holding IWF on 2025-06-30. At its peak, it held 477 shares on 2025-06-30. Its highest holding value was $223.4K on 2025-09-30. At its lowest, it held 455 shares on 2025-12-31, with a value of $202.5K on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 22.

It has also owned 7.43 contracts of puts, with the market value of the underlying securities totaling $316.7K on 2026-03-31. At its peak, it held 7.43 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $316.7K on 2026-03-31. At its lowest, it held 7.43 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $316.7K on 2026-03-31.