Institute For Wealth Management, Llc. Strategy Shs Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Strategy Shs stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,281 shares of HNDL stock, worth $200,283. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,281
Holding current value
$200,283
% of portfolio
0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$20.96 - $22.29 $194,529 - $206,873
9,281 New
9,281 $206,000
Q3 2023

Oct 13, 2023
SELL
$19.09 - $20.66 $24,034 - $26,010
-1,259 Reduced 9.58%
11,884 $227,000
Q2 2023

Jul 25, 2023
BUY
$19.67 - $20.41 $16,050 - $16,654
816 Added 6.62%
13,143 $267,000
Q1 2023

Apr 20, 2023
SELL
$19.55 - $21.07 $1,779 - $1,917
-91 Reduced 0.73%
12,327 $249,000
Q4 2022

Feb 02, 2023
BUY
$18.7 - $20.71 $19,784 - $21,911
1,058 Added 9.31%
12,418 $243,000
Q3 2022

Oct 18, 2022
SELL
$19.12 - $22.58 $61,432 - $72,549
-3,213 Reduced 22.05%
11,360 $218,000
Q2 2022

Jul 25, 2022
SELL
$19.94 - $24.21 $29,929 - $36,339
-1,501 Reduced 9.34%
14,573 $300,000
Q1 2022

Apr 29, 2022
BUY
$22.88 - $26.0 $42,694 - $48,516
1,866 Added 13.13%
16,074 $388,000
Q4 2021

Jan 21, 2022
BUY
$25.0 - $26.22 $13,275 - $13,922
531 Added 3.88%
14,208 $369,000
Q3 2021

Nov 15, 2021
BUY
$24.94 - $25.94 $58,035 - $60,362
2,327 Added 20.5%
13,677 $341,000
Q2 2021

Jul 21, 2021
BUY
$24.8 - $25.66 $281,480 - $291,241
11,350 New
11,350 $291,000

Others Institutions Holding HNDL

# of Institutions
121
Shares Held
3.99M
Call Options Held
22K
Put Options Held
1.4K
View Full List

About STRATEGY SHS

HNDL Quotes by TradingView
  • Ticker HNDL
  • Sector ETFs
  • Industry ETFs
More about HNDL
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.

Choose your preferred platform and Sign Up 👇 Telegram Email