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

Institute for Wealth Management, LLC. currently holds 17.6K shares with a market value of $6.3M. It started holding SMH on 2024-09-30. At its peak, it held 19.0K shares on 2025-03-31. Its highest holding value was $6.3M on 2025-12-31. At its lowest, it held 17.6K shares on 2025-12-31, with a value of $4.0M on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 215. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 705.

It has also owned 177.57 contracts of puts, with the market value of the underlying securities totaling $6.8M on 2025-12-31. At its peak, it held 177.57 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $6.8M on 2026-03-31. At its lowest, it held 2 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $72.0K on 2025-12-31.