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

Institute for Wealth Management, LLC. currently holds 42.8K shares with a market value of $5.2M. It started holding PDP on 2024-09-30. At its peak, it held 47.9K shares on 2024-09-30. Its highest holding value was $5.3M on 2025-09-30. At its lowest, it held 42.8K shares on 2026-03-31, with a value of $4.7M on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 2.4K. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 3.8K.