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

Institute for Wealth Management, LLC. currently holds 12.1K shares with a market value of $1.3M. It started holding PJP on 2024-09-30. At its peak, it held 12.9K shares on 2024-09-30. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 12.1K shares on 2026-03-31, with a value of $1.0M on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 382. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 768.