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

Institute for Wealth Management, LLC. currently holds 9.4K shares with a market value of $601.8K. It started holding XMVM on 2024-09-30. At its peak, it held 10.2K shares on 2025-03-31. Its highest holding value was $608.8K on 2025-09-30. At its lowest, it held 9.4K shares on 2025-12-31, with a value of $535.6K on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 496. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 771.