Institute For Wealth Management, Llc. Vanguard Star Fd Vanguard Tota Transaction History

Institute For Wealth Management, Llc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	SELL	$45.75 - $54.53 $5,947 - $7,088	-130 Reduced 1.49%	8,622 $395,000
Q2 2022 Jul 25, 2022	SELL	$51.07 - $60.88 $11,541 - $13,758	-226 Reduced 2.52%	8,752 $452,000
Q1 2022 Apr 29, 2022	BUY	$55.42 - $64.7 $55 - $64	1 Added 0.01%	8,978 $536,000
Q4 2021 Jan 21, 2022	BUY	$61.51 - $66.09 $61 - $66	1 Added 0.01%	8,977 $571,000
Q3 2021 Nov 15, 2021	SELL	$63.26 - $67.0 $46,053 - $48,776	-728 Reduced 7.5%	8,976 $568,000
Q2 2021 Jul 21, 2021	BUY	$63.55 - $67.5 $32,728 - $34,762	515 Added 5.6%	9,704 $637,000
Q1 2021 May 04, 2021	BUY	$60.31 - $64.68 $48,911 - $52,455	811 Added 9.68%	9,189 $576,000
Q4 2020 Feb 01, 2021	BUY	$50.97 - $60.55 $427,026 - $507,287	8,378 New	8,378 $504,000

1,256

301M

160K

71.7K

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

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