Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 29, 2020

SELL
N/A
-3,073 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
N/A
2,837 Added 1202.12%
3,073 $236,000
Q4 2019

Jan 27, 2020

SELL
N/A
-2,837 Reduced 92.32%
236 $236,000
Q2 2019

Aug 02, 2019

BUY
N/A
185 Added 6.41%
3,073 $224,000
Q1 2019

May 15, 2019

BUY
N/A
2,888 New
2,888 $210,000
Q1 2018

May 15, 2018

SELL
N/A
-12,317 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
N/A
12,317
12,317 $899,000

Others Institutions Holding DHS

About WISDOMTREE TR U.S


  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.