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

Institute for Wealth Management, LLC. currently holds 8.2K shares with a market value of $6.0M. It started holding URI on 2024-09-30. At its peak, it held 8.4K shares on 2025-06-30. Its highest holding value was $7.9M on 2025-09-30. At its lowest, it held 7.7K shares on 2024-12-31, with a value of $5.3M on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 70. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 219.