Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding PUI
# of Institutions
41Shares Held
748KCall Options Held
5.3KPut Options Held
0- 
    
      Transamerica Financial Advisors, Inc. Clearwater, FL330KShares$16.2 Million1.58% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC94.3KShares$4.62 Million0.0% of portfolio
- 
    
      Roi Financial Advisors, LLC Beaverton, OR45.1KShares$2.21 Million1.2% of portfolio
- 
    
      Morgan Stanley New York, NY43.5KShares$2.13 Million0.0% of portfolio
- 
    
      Cambridge Investment Research Advisors, Inc.42KShares$2.06 Million0.01% of portfolio