Institute For Wealth Management, Llc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Institute For Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$91.22 - $91.84 $2,462 - $2,479	27 Added 0.71%	3,812 $348,000
Q3 2023 Oct 13, 2023	BUY	$91.43 - $91.86 $103,498 - $103,985	1,132 Added 42.67%	3,785 $347,000
Q2 2023 Jul 25, 2023	BUY	$91.41 - $91.82 $242,510 - $243,598	2,653 New	2,653 $243,000
Q1 2020 Apr 29, 2020	SELL	$91.44 - $91.66 $5,943 - $5,957	-65 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$91.41 - $91.6 $5,941 - $5,954	65 New	65 $6,000

1,115

210M

21.2K

27.3K

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