Institute For Wealth Management, Llc. Amerco Com Ser N Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Amerco Com Ser N stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 14,536 shares of UHALB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,536
Previous 14,769 1.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
N/A
-233 Reduced 1.58%
14,536 $0
Q2 2024

Jul 25, 2024
BUY
N/A
705 Added 5.01%
14,769 $0
Q1 2024

Apr 30, 2024
SELL
N/A
-145 Reduced 1.02%
14,064 $0
Q4 2023

Jan 31, 2024
BUY
N/A
1,835 Added 14.83%
14,209 $0
Q3 2023

Oct 13, 2023
SELL
N/A
-20 Reduced 0.16%
12,374 $0
Q2 2023

Jul 25, 2023
BUY
N/A
17 Added 0.14%
12,394 $0
Q1 2023

Apr 20, 2023
SELL
N/A
-180 Reduced 1.43%
12,377 $0
Q4 2022

Feb 02, 2023
BUY
N/A
12,557 New
12,557 $0

Others Institutions Holding UHALB

# of Institutions
298
Shares Held
59.1M
Call Options Held
9.8K
Put Options Held
0
View Full List

About AMERCO COM SER N

UHALB Quotes by TradingView
  • Ticker UHALB
More about UHALB
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