Institute For Wealth Management, Llc. Sprott Focus Trust Inc. Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 01, 2021	SELL	$5.81 - $7.09 $105,073 - $128,222	-18,085 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$4.15 - $7.48 $61,432 - $110,726	-14,803 Reduced 45.01%	18,085 $91,000
Q4 2019 Feb 27, 2020	BUY	$6.53 - $7.36 $213,178 - $240,274	32,646 Added 13490.08%	32,888 $242,000
Q4 2019 Jan 27, 2020	SELL	$6.53 - $7.36 $213,178 - $240,274	-32,646 Reduced 99.26%	242 $242,000
Q2 2019 Aug 02, 2019	SELL	$6.29 - $7.11 $18,574 - $20,995	-2,953 Reduced 8.24%	32,888 $222,000
Q4 2018 Feb 08, 2019	SELL	$5.51 - $7.39 $5,251 - $7,042	-953 Reduced 2.59%	35,841 $207,000
Q3 2018 Oct 29, 2018	BUY	$7.35 - $7.91 $9,187 - $9,887	1,250 Added 3.52%	36,794 $272,000
Q1 2018 May 15, 2018	BUY	$7.71 - $8.31 $274,044 - $295,370	35,544 New	35,544 $274,000

Others Institutions Holding FUND

# of Institutions

35

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

About SPROTT FOCUS TRUST INC.

Ticker FUND
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Sprott Focus Trust, Inc. is a closed-ended equity mutual fund launched and managed by Sprott Asset Management, LP. The fund is co-managed by Sprott Asset Management USA Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in v...

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