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

Institute for Wealth Management, LLC. currently holds 43.0K shares with a market value of $5.7M. It started holding XLK on 2024-09-30. At its peak, it held 43.0K shares on 2026-03-31. Its highest holding value was $6.1M on 2025-12-31. At its lowest, it held 20.9K shares on 2024-09-30, with a value of $4.4M on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 21.8K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 21.6K.