Institute For Wealth Management, Llc. American Tower Corp Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in American Tower Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,652 shares of AMT stock, worth $520,985. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,652

Previous 2,708 2.07%

Holding current value

$520,985

Previous $526,000 17.11%

% of portfolio

0.08%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$192.27 - $242.73 $10,767 - $13,592	-56 Reduced 2.07%	2,652 $616,000
Q2 2024 Jul 25, 2024	BUY	$171.0 - $200.41 $2,907 - $3,406	17 Added 0.63%	2,708 $526,000
Q1 2024 Apr 30, 2024	BUY	$186.68 - $218.81 $105,100 - $123,190	563 Added 26.46%	2,691 $531,000
Q4 2023 Jan 31, 2024	SELL	$157.68 - $217.16 $157 - $217	-1 Reduced 0.05%	2,128 $459,000
Q3 2023 Oct 13, 2023	BUY	$159.69 - $198.36 $26,029 - $32,332	163 Added 8.29%	2,129 $350,000
Q2 2023 Jul 25, 2023	BUY	$182.0 - $211.26 $13,286 - $15,421	73 Added 3.86%	1,966 $381,000
Q1 2023 Apr 20, 2023	SELL	$191.2 - $232.77 $8,986 - $10,940	-47 Reduced 2.42%	1,893 $386,000
Q4 2022 Feb 02, 2023	SELL	$185.4 - $223.6 $2,224 - $2,683	-12 Reduced 0.61%	1,940 $411,000
Q3 2022 Oct 18, 2022	SELL	$213.72 - $281.52 $9,831 - $12,949	-46 Reduced 2.3%	1,952 $419,000
Q2 2022 Jul 25, 2022	BUY	$224.72 - $268.62 $11,011 - $13,162	49 Added 2.51%	1,998 $511,000
Q1 2022 Apr 29, 2022	SELL	$226.87 - $286.38 $3,403 - $4,295	-15 Reduced 0.76%	1,949 $490,000
Q3 2021 Nov 15, 2021	SELL	$265.41 - $303.62 $22,294 - $25,504	-84 Reduced 4.1%	1,964 $521,000
Q2 2021 Jul 21, 2021	SELL	$240.06 - $272.79 $2,400 - $2,727	-10 Reduced 0.49%	2,048 $553,000
Q1 2021 May 04, 2021	SELL	$198.66 - $241.83 $16,488 - $20,071	-83 Reduced 3.88%	2,058 $492,000
Q4 2020 Feb 01, 2021	SELL	$216.72 - $246.38 $26,873 - $30,551	-124 Reduced 5.47%	2,141 $481,000
Q3 2020 Nov 03, 2020	BUY	$235.71 - $271.29 $43,606 - $50,188	185 Added 8.89%	2,265 $548,000
Q2 2020 Jul 30, 2020	BUY	$206.97 - $267.39 $7,036 - $9,091	34 Added 1.66%	2,080 $538,000
Q1 2020 Apr 29, 2020	BUY	$179.09 - $256.9 $8,238 - $11,817	46 Added 2.3%	2,046 $446,000
Q4 2019 Feb 27, 2020	BUY	$205.69 - $229.82 $316,762 - $353,922	1,540 Added 334.78%	2,000 $460,000
Q4 2019 Jan 27, 2020	SELL	$205.69 - $229.82 $278,504 - $311,176	-1,354 Reduced 74.64%	460 $460,000
Q3 2019 Oct 28, 2019	SELL	$202.3 - $241.07 $148,690 - $177,186	-735 Reduced 28.83%	1,814 $401,000
Q2 2019 Aug 02, 2019	SELL	$189.85 - $217.52 $23,541 - $26,972	-124 Reduced 4.64%	2,549 $521,000
Q1 2019 May 15, 2019	BUY	$156.74 - $197.06 $64,420 - $80,991	411 Added 18.17%	2,673 $527,000
Q4 2018 Feb 08, 2019	BUY	$140.68 - $167.63 $318,218 - $379,179	2,262 New	2,262 $358,000

Others Institutions Holding AMT

# of Institutions

2,032

Shares Held

418M

Call Options Held

2.78M

Put Options Held

2.35M

View Full List

About AMERICAN TOWER CORP

Ticker AMT
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 465,587,008
Market Cap $91.5B
Description
American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites. For more information about American Tower, please visit the ?Earnings Materials? and ?Investor Presentations? sections of our...

More about AMT

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Institute For Wealth Management, Llc. American Tower Corp Transaction History